Congress Asset Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $576K | Sell |
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|
2020
Q4 | $3.35M | Sell |
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|
2020
Q3 | $3.05M | Sell |
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|
2020
Q2 | $6.86M | Sell |
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|
2020
Q1 | $6.6M | Sell |
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|
2019
Q4 | $9.76M | Buy |
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|
2019
Q3 | $5.55M | Sell |
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|
2019
Q2 | $5.43M | Sell |
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|
2019
Q1 | $5.64M | Sell |
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|
2018
Q4 | $4.99M | Sell |
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|
2018
Q3 | $5.76M | Sell |
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|
2018
Q2 | $5.81M | Sell |
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|
2018
Q1 | $5.34M | Buy |
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|
2017
Q4 | $5.49M | Buy |
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|
2017
Q3 | $5.08M | Buy |
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|
2017
Q2 | $4.96M | Buy |
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|
2017
Q1 | $4.39M | Buy |
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|
2016
Q4 | $3.76M | Sell |
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|
2016
Q3 | $6.01M | Sell |
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|
2016
Q2 | $6.75M | Buy |
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|
2016
Q1 | $1.4M | Sell |
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|
2015
Q4 | $1.56M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $6.37M | Buy |
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|
2015
Q1 | $4.98M | Buy |
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|
2014
Q4 | $3.33M | Sell |
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|
2014
Q3 | $7.61M | Buy |
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|
2014
Q2 | $5.83M | Buy |
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