DWMG
DB Wealth Management Group’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-27,852
| Closed | -$2.35M | – | 375 |
|
|
2022
Q3 | $2.35M | Buy |
27,852
+1,321
| +5% | +$111K | 1.68% | 16 |
|
|
2022
Q2 | $2.52M | Buy |
26,531
+2,110
| +9% | +$201K | 1.72% | 15 |
|
|
2022
Q1 | $2.87M | Buy |
24,421
+414
| +2% | +$48.6K | 1.73% | 12 |
|
|
2021
Q4 | $2.93M | Buy |
24,007
+2,102
| +10% | +$257K | 1.74% | 12 |
|
|
2021
Q3 | $2.31M | Buy |
21,905
+2,182
| +11% | +$230K | 1.49% | 16 |
|
|
2021
Q2 | $2.07M | Buy |
+19,723
| New | +$2.07M | 1.32% | 20 |
|