CT Financial Advisors’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
Q1 | $373K | Sell |
4,038
-174
| -4% | -$16.1K | 0.23% | 98 |
|
|
2016
Q4 | $393K | Sell |
4,212
-30
| -0.7% | -$2.8K | 0.25% | 92 |
|
|
2016
Q3 | $413K | Sell |
4,242
-1,615
| -28% | -$157K | 0.25% | 93 |
|
|
2016
Q2 | $582K | Sell |
5,857
-2,039
| -26% | -$203K | 0.36% | 72 |
|
|
2016
Q1 | $751K | Sell |
7,896
-190
| -2% | -$18.1K | 0.42% | 55 |
|
|
2015
Q4 | $741K | Buy |
8,086
+56
| +0.7% | +$5.13K | 0.43% | 57 |
|
|
2015
Q3 | $692K | Sell |
8,030
-14
| -0.2% | -$1.21K | 0.43% | 62 |
|
|
2015
Q2 | $679K | Buy |
8,044
+12
| +0.1% | +$1.01K | 0.39% | 68 |
|
|
2015
Q1 | $760K | Buy |
8,032
+27
| +0.3% | +$2.55K | 0.42% | 62 |
|
|
2014
Q4 | $728K | Buy |
+8,005
| New | +$728K | 0.55% | 45 |
|
|
2014
Q1 | $760K | Buy |
+8,032
| New | +$760K | 0.42% | 62 |
|