Coyle Financial Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,857
| Closed | -$246K | – | 44 |
|
|
2015
Q3 | $246K | Buy |
2,857
+221
| +8% | +$19K | 0.23% | 39 |
|
|
2015
Q2 | $222K | Buy |
2,636
+155
| +6% | +$13.1K | 0.25% | 40 |
|
|
2015
Q1 | $235K | Sell |
2,481
-347
| -12% | -$32.9K | 0.26% | 41 |
|
|
2014
Q4 | $257K | Buy |
2,828
+8
| +0.3% | +$727 | 0.31% | 40 |
|
|
2014
Q3 | $225K | Buy |
2,820
+148
| +6% | +$11.8K | 0.28% | 41 |
|
|
2014
Q2 | $222K | Sell |
2,672
-21
| -0.8% | -$1.75K | 0.3% | 40 |
|
|
2014
Q1 | $210K | Buy |
+2,693
| New | +$210K | 0.29% | 40 |
|