Corient Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
17,282
+8,592
| +99% | +$829K | ﹤0.01% | 1181 |
|
|
2025
Q1 | $861K | Buy |
8,690
+8
| +0.1% | +$793 | ﹤0.01% | 1336 |
|
|
2024
Q4 | $858K | Buy |
8,682
+193
| +2% | +$19.1K | ﹤0.01% | 1371 |
|
|
2024
Q3 | $906K | Buy |
8,489
+276
| +3% | +$29.5K | ﹤0.01% | 1420 |
|
|
2024
Q2 | $765K | Sell |
8,213
-365
| -4% | -$34K | ﹤0.01% | 1433 |
|
|
2024
Q1 | $808K | Sell |
8,578
-1,245
| -13% | -$117K | ﹤0.01% | 1385 |
|
|
2023
Q4 | $936K | Buy |
9,823
+1,680
| +21% | +$160K | ﹤0.01% | 1311 |
|
|
2023
Q3 | $675K | Sell |
8,143
-438
| -5% | -$36.3K | ﹤0.01% | 1333 |
|
|
2023
Q2 | $776K | Buy |
8,581
+361
| +4% | +$32.6K | ﹤0.01% | 1243 |
|
|
2023
Q1 | $730K | Buy |
8,220
+5,811
| +241% | +$516K | ﹤0.01% | 1209 |
|
|
2022
Q4 | $210K | Buy |
+2,409
| New | +$210K | ﹤0.01% | 1470 |
|