Concord Wealth Partners’s SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-90
Closed -$7.84K 1182
2022
Q4
$7.84K Buy
+90
New +$7.84K ﹤0.01% 675
2022
Q3
Sell
-16
Closed -$2K 936
2022
Q2
$2K Buy
+16
New +$2K ﹤0.01% 1057