EP Wealth Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-870
| Closed | -$102K | – | 687 |
|
|
2022
Q1 | $102K | Buy |
+870
| New | +$102K | ﹤0.01% | 627 |
|
|
2020
Q1 | – | Sell |
-2,553
| Closed | -$260K | – | 426 |
|
|
2019
Q4 | $260K | Sell |
2,553
-384
| -13% | -$39.1K | 0.01% | 355 |
|
|
2019
Q3 | $307K | Buy |
2,937
+398
| +16% | +$41.6K | 0.02% | 276 |
|
|
2019
Q2 | $251K | Buy |
+2,539
| New | +$251K | 0.02% | 263 |
|