CCM
Consolidated Capital Management’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-62,016
| Closed | -$5.4M | – | 57 |
|
|
2022
Q4 | $5.4M | Sell |
62,016
-12,241
| -16% | -$1.07M | 3.22% | 8 |
|
|
2022
Q3 | $6.26M | Buy |
74,257
+37,722
| +103% | +$3.18M | 3.93% | 7 |
|
|
2022
Q2 | $3.47M | Sell |
36,535
-4,628
| -11% | -$440K | 2.08% | 16 |
|
|
2022
Q1 | $4.83M | Buy |
+41,163
| New | +$4.83M | 2.19% | 20 |
|