Emery Howard Portfolio Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $776K | Buy |
6,351
+61
| +1% | +$7.45K | 0.1% | 27 |
|
|
2021
Q3 | $663K | Buy |
6,290
+44
| +0.7% | +$4.64K | 0.1% | 29 |
|
|
2021
Q2 | $655K | Buy |
6,246
+41
| +0.7% | +$4.3K | 0.1% | 28 |
|
|
2021
Q1 | $587K | Hold |
6,205
| – | – | 0.09% | 26 |
|
|
2020
Q4 | $538K | Buy |
6,205
+92
| +2% | +$7.98K | 0.09% | 25 |
|
|
2020
Q3 | $477K | Buy |
6,113
+53
| +0.9% | +$4.14K | 0.1% | 26 |
|
|
2020
Q2 | $473K | Buy |
6,060
+55
| +0.9% | +$4.29K | 0.1% | 26 |
|
|
2020
Q1 | $434K | Buy |
6,005
+50
| +0.8% | +$3.61K | 0.11% | 27 |
|
|
2019
Q4 | $608K | Buy |
5,955
+66
| +1% | +$6.74K | 0.11% | 24 |
|
|
2019
Q3 | $616K | Buy |
5,889
+49
| +0.8% | +$5.13K | 0.13% | 24 |
|
|
2019
Q2 | $577K | Buy |
5,840
+51
| +0.9% | +$5.04K | 0.12% | 24 |
|
|
2019
Q1 | $573K | Buy |
5,789
+32
| +0.6% | +$3.17K | 0.12% | 24 |
|
|
2018
Q4 | $495K | Buy |
5,757
+71
| +1% | +$6.11K | 0.12% | 24 |
|
|
2018
Q3 | $530K | Buy |
5,686
+71
| +1% | +$6.62K | 0.11% | 23 |
|
|
2018
Q2 | $528K | Buy |
5,615
+51
| +0.9% | +$4.8K | 0.11% | 23 |
|
|
2018
Q1 | $479K | Buy |
5,564
+34
| +0.6% | +$2.93K | 0.1% | 24 |
|
|
2017
Q4 | $518K | Buy |
5,530
+41
| +0.7% | +$3.84K | 0.11% | 23 |
|
|
2017
Q3 | $508K | Buy |
5,489
+44
| +0.8% | +$4.07K | 0.11% | 24 |
|
|
2017
Q2 | $506K | Buy |
5,445
+46
| +0.9% | +$4.28K | 0.11% | 24 |
|
|
2017
Q1 | $498K | Buy |
5,399
+36
| +0.7% | +$3.32K | 0.11% | 25 |
|
|
2016
Q4 | $501K | Buy |
5,363
+89
| +2% | +$8.31K | 0.12% | 27 |
|
|
2016
Q3 | $514K | Buy |
5,274
+40
| +0.8% | +$3.9K | 0.12% | 26 |
|
|
2016
Q2 | $520K | Sell |
5,234
-4,309
| -45% | -$428K | 0.13% | 26 |
|
|
2016
Q1 | $908K | Buy |
9,543
+101
| +1% | +$9.61K | 0.23% | 23 |
|
|
2015
Q4 | $865K | Buy |
9,442
+95
| +1% | +$8.7K | 0.22% | 23 |
|
|
2015
Q3 | $805K | Buy |
9,347
+83
| +0.9% | +$7.15K | 0.22% | 24 |
|
|
2015
Q2 | $782K | Buy |
9,264
+76
| +0.8% | +$6.42K | 0.2% | 25 |
|
|
2015
Q1 | $869K | Buy |
9,188
+112
| +1% | +$10.6K | 0.22% | 24 |
|
|
2014
Q4 | $825K | Buy |
9,076
+143
| +2% | +$13K | 0.24% | 23 |
|
|
2014
Q3 | $713K | Buy |
8,933
+144
| +2% | +$11.5K | 0.23% | 24 |
|
|
2014
Q2 | $729K | Buy |
8,789
+55
| +0.6% | +$4.56K | 0.22% | 24 |
|
|
2014
Q1 | $682K | Buy |
8,734
+91
| +1% | +$7.11K | 0.22% | 23 |
|
|
2013
Q4 | $616K | Buy |
8,643
+72
| +0.8% | +$5.13K | 0.21% | 25 |
|
|
2013
Q3 | $625K | Buy |
8,571
+253
| +3% | +$18.4K | 0.23% | 23 |
|
|
2013
Q2 | $632K | Buy |
+8,318
| New | +$632K | 0.24% | 22 |
|