DI
Disciplined Investments’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,413
| Closed | -$392K | – | 1714 |
|
|
2023
Q1 | $392K | Buy |
4,413
+11
| +0.2% | +$977 | 0.17% | 100 |
|
|
2022
Q4 | $384K | Buy |
4,402
+18
| +0.4% | +$1.57K | 0.19% | 89 |
|
|
2022
Q3 | $369K | Buy |
4,384
+16
| +0.4% | +$1.35K | 0.17% | 96 |
|
|
2022
Q2 | $415K | Sell |
4,368
-88
| -2% | -$8.36K | 0.19% | 89 |
|
|
2022
Q1 | $523K | Buy |
4,456
+1
| +0% | +$117 | 0.22% | 84 |
|
|
2021
Q4 | $544K | Buy |
4,455
+105
| +2% | +$12.8K | 0.24% | 75 |
|
|
2021
Q3 | $459K | Hold |
4,350
| – | – | 0.22% | 78 |
|
|
2021
Q2 | $456K | Hold |
4,350
| – | – | 0.23% | 80 |
|
|
2021
Q1 | $412K | Hold |
4,350
| – | – | 0.24% | 82 |
|
|
2020
Q4 | $377K | Hold |
4,350
| – | – | 0.25% | 71 |
|
|
2020
Q3 | $339K | Hold |
4,350
| – | – | 0.25% | 75 |
|
|
2020
Q2 | $339K | Hold |
4,350
| – | – | 0.26% | 73 |
|
|
2020
Q1 | $314K | Sell |
4,350
-418
| -9% | -$30.2K | 0.3% | 69 |
|
|
2019
Q4 | $486K | Buy |
+4,768
| New | +$486K | 0.41% | 56 |
|