Corient Private Wealth’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $633K | Sell |
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|
2025
Q2 | $833K | Sell |
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|
2025
Q1 | $861K | Buy |
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|
2024
Q4 | $858K | Buy |
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|
2024
Q3 | $906K | Buy |
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|
2024
Q2 | $765K | Sell |
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|
2024
Q1 | $808K | Sell |
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|
2023
Q4 | $936K | Buy |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $776K | Buy |
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|
2023
Q1 | $730K | Buy |
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|
2022
Q4 | $210K | Buy |
|