Envestnet Portfolio Solutions’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 | $14.4M | Buy |
+149,528
| New | +$14.4M | 0.05% | 174 |
|
|
2025
Q1 | – | Sell |
-2,607
| Closed | -$258K | – | 1742 |
|
|
2024
Q4 | $258K | Sell |
2,607
-507
| -16% | -$50.1K | ﹤0.01% | 1571 |
|
|
2024
Q3 | $332K | Buy |
3,114
+334
| +12% | +$35.6K | ﹤0.01% | 1392 |
|
|
2024
Q2 | $259K | Buy |
2,780
+85
| +3% | +$7.91K | ﹤0.01% | 1458 |
|
|
2024
Q1 | $254K | Sell |
2,695
-454
| -14% | -$42.8K | ﹤0.01% | 1441 |
|
|
2023
Q4 | $300K | Buy |
3,149
+663
| +27% | +$63.2K | ﹤0.01% | 1288 |
|
|
2023
Q3 | $206K | Buy |
+2,486
| New | +$206K | ﹤0.01% | 1422 |
|