Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-421
| Closed | -$30K | – | 95 |
|
|
2020
Q1 | $30K | Hold |
421
| – | – | ﹤0.01% | 87 |
|
|
2019
Q4 | $42K | Hold |
421
| – | – | 0.01% | 85 |
|
|
2019
Q3 | $44K | Sell |
421
-94
| -18% | -$9.82K | 0.01% | 95 |
|
|
2019
Q2 | $51K | Hold |
515
| – | – | 0.01% | 91 |
|
|
2019
Q1 | $50K | Buy |
+515
| New | +$50K | 0.01% | 96 |
|