Curran Financial Partners’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 | $221K | Sell |
2,288
-60
| -3% | -$5.79K | 0.05% | 113 |
|
|
2025
Q1 | $233K | Sell |
2,348
-183
| -7% | -$18.1K | 0.06% | 91 |
|
|
2024
Q4 | $250K | Buy |
2,531
+16
| +0.6% | +$1.58K | 0.07% | 85 |
|
|
2024
Q3 | $268K | Sell |
2,515
-10
| -0.4% | -$1.07K | 0.08% | 80 |
|
|
2024
Q2 | $235K | Sell |
2,525
-1
| -0% | -$93 | 0.08% | 80 |
|
|
2024
Q1 | $238K | Sell |
2,526
-167
| -6% | -$15.7K | 0.08% | 74 |
|
|
2023
Q4 | $247K | Sell |
2,693
-158
| -6% | -$14.5K | 0.09% | 70 |
|
|
2023
Q3 | $236K | Sell |
2,851
-76
| -3% | -$6.3K | 0.1% | 65 |
|
|
2023
Q2 | $265K | Sell |
2,927
-189
| -6% | -$17.1K | 0.12% | 63 |
|
|
2023
Q1 | $277K | Sell |
3,116
-381
| -11% | -$33.8K | 0.13% | 60 |
|
|
2022
Q4 | $305K | Sell |
3,497
-667
| -16% | -$58.1K | 0.15% | 56 |
|
|
2022
Q3 | $351K | Sell |
4,164
-3,318
| -44% | -$280K | 0.18% | 45 |
|
|
2022
Q2 | $711K | Sell |
7,482
-582
| -7% | -$55.3K | 0.34% | 40 |
|
|
2022
Q1 | $946K | Sell |
8,064
-3,396
| -30% | -$398K | 0.39% | 47 |
|
|
2021
Q4 | $1.4M | Sell |
11,460
-6,139
| -35% | -$750K | 0.59% | 34 |
|
|
2021
Q3 | $1.85M | Sell |
17,599
-120
| -0.7% | -$12.6K | 0.95% | 28 |
|
|
2021
Q2 | $1.86M | Buy |
17,719
+339
| +2% | +$35.6K | 1.02% | 27 |
|
|
2021
Q1 | $1.65M | Buy |
17,380
+674
| +4% | +$63.8K | 1.18% | 23 |
|
|
2020
Q4 | $1.45M | Buy |
+16,706
| New | +$1.45M | 1.24% | 26 |
|