Convergence Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,228
| Closed | -$238K | – | 168 |
|
|
2024
Q3 | $238K | Sell |
2,228
-7
| -0.3% | -$747 | 0.05% | 143 |
|
|
2024
Q2 | $208K | Buy |
+2,235
| New | +$208K | 0.06% | 142 |
|
|
2022
Q2 | – | Sell |
-3,557
| Closed | -$417K | – | 24 |
|
|
2022
Q1 | $417K | Sell |
3,557
-346
| -9% | -$40.6K | 0.45% | 16 |
|
|
2021
Q4 | $477K | Buy |
+3,903
| New | +$477K | 0.5% | 16 |
|