Empirical Wealth Management’s 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
Q2 | $441K | Sell |
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2025
Q1 | $468K | Sell |
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2024
Q4 | $475K | Buy |
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2024
Q3 | $504K | Sell |
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2024
Q2 | $514K | Sell |
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2024
Q1 | $660K | Buy |
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2023
Q4 | $657K | Buy |
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2023
Q3 | $532K | Sell |
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2023
Q2 | $597K | Sell |
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2023
Q1 | $642K | Buy |
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2022
Q4 | $625K | Buy |
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2022
Q3 | $575K | Sell |
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2022
Q2 | $679K | Sell |
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2022
Q1 | $855K | Sell |
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2021
Q4 | $987K | Buy |
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2021
Q3 | $810K | Sell |
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2021
Q2 | $821K | Buy |
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2021
Q1 | $471K | Sell |
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2020
Q4 | $656K | Sell |
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2020
Q3 | $624K | Sell |
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2020
Q2 | $703K | Sell |
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2020
Q1 | $678K | Sell |
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2019
Q4 | $1.39M | Sell |
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2019
Q3 | $1.43M | Sell |
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2019
Q2 | $1.55M | Sell |
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2019
Q1 | $1.61M | Buy |
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2018
Q4 | $1.39M | Sell |
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2018
Q3 | $1.62M | Buy |
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2018
Q2 | $1.59M | Sell |
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2018
Q1 | $1.54M | Buy |
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2017
Q4 | $1.01M | Sell |
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2017
Q3 | $1.27M | Sell |
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2017
Q2 | $1.33M | Sell |
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2017
Q1 | $1.36M | Sell |
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2016
Q4 | $1.46M | Buy |
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2016
Q3 | $1.05M | Sell |
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2016
Q2 | $1.08M | Sell |
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2016
Q1 | $1.2M | Sell |
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2015
Q4 | $1.35M | Sell |
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2015
Q3 | $1.36M | Sell |
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2015
Q2 | $1.35M | Sell |
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2015
Q1 | $1.65M | Sell |
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2014
Q4 | $1.67M | Sell |
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2014
Q3 | $1.51M | Buy |
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2014
Q2 | $1.56M | Buy |
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2014
Q1 | $1.46M | Sell |
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2013
Q4 | $1.35M | Buy |
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2013
Q3 | $1.31M | Buy |
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2013
Q2 | $1.33M | Buy |
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