EPG Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.84K | Buy |
81
+1
| +1% | +$97 | ﹤0.01% | 279 |
|
|
2025
Q1 | $7.98K | Hold |
80
| – | – | ﹤0.01% | 370 |
|
|
2024
Q4 | $7.91K | Hold |
80
| – | – | ﹤0.01% | 383 |
|
|
2024
Q3 | $8.54K | Buy |
+80
| New | +$8.54K | ﹤0.01% | 379 |
|
|
2024
Q2 | – | Sell |
-80
| Closed | -$7.54K | – | 404 |
|
|
2024
Q1 | $7.54K | Hold |
80
| – | – | ﹤0.01% | 398 |
|
|
2023
Q4 | $7.23K | Hold |
80
| – | – | ﹤0.01% | 386 |
|
|
2023
Q3 | $6.64K | Hold |
80
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $7.24K | Hold |
80
| – | – | ﹤0.01% | 370 |
|
|
2023
Q1 | $7.1K | Hold |
80
| – | – | ﹤0.01% | 379 |
|
|
2022
Q4 | $6.97K | Hold |
80
| – | – | ﹤0.01% | 347 |
|
|
2022
Q3 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 349 |
|
|
2022
Q2 | – | Sell |
-80
| Closed | -$9K | – | 359 |
|
|
2022
Q1 | $9K | Hold |
80
| – | – | ﹤0.01% | 359 |
|
|
2021
Q4 | $10K | Hold |
80
| – | – | ﹤0.01% | 360 |
|
|
2021
Q3 | $8K | Buy |
+80
| New | +$8K | ﹤0.01% | 340 |
|