Cobiz Wealth’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $254K | Sell |
|
|||||
|
2019
Q1 | $314K | Sell |
|
|||||
|
2018
Q4 | $275K | Sell |
|
|||||
|
2018
Q3 | $300K | Sell |
|
|||||
|
2018
Q2 | $308K | Sell |
|
|||||
|
2018
Q1 | $299K | Sell |
|
|||||
|
2017
Q4 | $349K | Sell |
|
|||||
|
2017
Q3 | $361K | Sell |
|
|||||
|
2017
Q2 | $370K | Hold |
|
|||||
|
2017
Q1 | $367K | Sell |
|
|||||
|
2016
Q4 | $387K | Sell |
|
|||||
|
2016
Q3 | $414K | Hold |
|
|||||
|
2016
Q2 | $422K | Hold |
|
|||||
|
2016
Q1 | $404K | Sell |
|
|||||
|
2015
Q4 | $394K | Sell |
|
|||||
|
2015
Q3 | $374K | Buy |
|
|||||
|
2015
Q2 | $329K | Sell |
|
|||||
|
2015
Q1 | $388K | Hold |
|
|||||
|
2014
Q4 | $373K | Buy |
|
|||||
|
2014
Q3 | $318K | Sell |
|
|||||
|
2014
Q2 | $334K | Sell |
|
|||||
|
2014
Q1 | $316K | Sell |
|
|||||
|
2013
Q4 | $294K | Sell |
|
|||||
|
2013
Q3 | $409K | Sell |
|
|||||
|
2013
Q2 | $678K | Buy |
|