CIA
Compass Ion Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,570
| Closed | -$254K | – | 272 |
|
|
2024
Q4 | $254K | Buy |
2,570
+3
| +0.1% | +$297 | 0.03% | 225 |
|
|
2024
Q3 | $274K | Sell |
2,567
-419
| -14% | -$44.7K | 0.03% | 214 |
|
|
2024
Q2 | $281K | Hold |
2,986
| – | – | 0.04% | 194 |
|
|
2024
Q1 | $281K | Buy |
2,986
+161
| +6% | +$15.2K | 0.04% | 194 |
|
|
2023
Q4 | $269K | Buy |
2,825
+3
| +0.1% | +$286 | 0.04% | 198 |
|
|
2023
Q3 | $234K | Buy |
+2,822
| New | +$234K | 0.04% | 205 |
|