Creative Financial Designs’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
$8.68K Buy
+90
New +$8.68K ﹤0.01% 1381
2025
Q1
Sell
-16
Closed -$1.58K 2126
2024
Q4
$1.58K Hold
16
﹤0.01% 1630
2024
Q3
$1.71K Hold
16
﹤0.01% 1543
2024
Q2
$1.49K Hold
16
﹤0.01% 1513
2024
Q1
$1.51K Hold
16
﹤0.01% 1515
2023
Q4
$1.53K Hold
16
﹤0.01% 1467
2023
Q3
$1.33K Buy
+16
New +$1.33K ﹤0.01% 1380
2021
Q4
Sell
-19
Closed -$2K 1412
2021
Q3
$2K Sell
19
-25
-57% -$2.63K ﹤0.01% 1320
2021
Q2
$5K Buy
44
+25
+132% +$2.84K ﹤0.01% 1184
2021
Q1
$2K Sell
19
-911
-98% -$95.9K ﹤0.01% 1232
2020
Q4
$81K Buy
930
+100
+12% +$8.71K 0.02% 421
2020
Q3
$65K Sell
830
-98
-11% -$7.68K 0.02% 418
2020
Q2
$72K Sell
928
-90
-9% -$6.98K 0.02% 356
2020
Q1
$73K Sell
1,018
-1,987
-66% -$142K 0.04% 200
2019
Q4
$302K Sell
3,005
-105
-3% -$10.6K 0.14% 123
2019
Q3
$321K Buy
3,110
+63
+2% +$6.5K 0.17% 105
2019
Q2
$310K Sell
3,047
-99
-3% -$10.1K 0.17% 101
2019
Q1
$311K Sell
3,146
-287
-8% -$28.4K 0.19% 93
2018
Q4
$295K Sell
3,433
-175
-5% -$15K 0.21% 88
2018
Q3
$336K Sell
3,608
-288
-7% -$26.8K 0.19% 91
2018
Q2
$366K Buy
3,896
+19
+0.5% +$1.79K 0.22% 91
2018
Q1
$334K Sell
3,877
-84
-2% -$7.24K 0.21% 92
2017
Q4
$371K Sell
3,961
-120
-3% -$11.2K 0.25% 85
2017
Q3
$377K Sell
4,081
-46
-1% -$4.25K 0.22% 100
2017
Q2
$384K Sell
4,127
-138
-3% -$12.8K 0.25% 94
2017
Q1
$394K Sell
4,265
-879
-17% -$81.2K 0.28% 91
2016
Q4
$480K Buy
+5,144
New +$480K 0.39% 63