Cornerstone Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,824
| Closed | -$260K | – | 139 |
|
|
2017
Q1 | $260K | Buy |
2,824
+2
| +0.1% | +$184 | 0.09% | 126 |
|
|
2016
Q4 | $264K | Sell |
2,822
-1,427
| -34% | -$133K | 0.08% | 137 |
|
|
2016
Q3 | $412K | Sell |
4,249
-367
| -8% | -$35.6K | 0.14% | 106 |
|
|
2016
Q2 | $460K | Sell |
4,616
-36,737
| -89% | -$3.66M | 0.16% | 105 |
|
|
2016
Q1 | $3.94M | Buy |
+41,353
| New | +$3.94M | 1.53% | 11 |
|