Curran Financial Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $229K | Sell |
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|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $236K | Sell |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $351K | Sell |
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|
2022
Q2 | $711K | Sell |
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|
2022
Q1 | $946K | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $1.85M | Sell |
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|
2021
Q2 | $1.86M | Buy |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $1.45M | Buy |
|