Cresset Asset Management’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,791
| Closed | -$550K | – | 949 |
|
|
2022
Q2 | $550K | Buy |
5,791
+2
| +0% | +$190 | 0.01% | 527 |
|
|
2022
Q1 | $680K | Buy |
+5,789
| New | +$680K | 0.01% | 510 |
|
|
2019
Q2 | – | Sell |
-253
| Closed | -$25K | – | 1441 |
|
|
2019
Q1 | $25K | Hold |
253
| – | – | ﹤0.01% | 961 |
|
|
2018
Q4 | $22K | Buy |
+253
| New | +$22K | ﹤0.01% | 692 |
|