Evergreen Capital 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 | $4.43M | Buy |
45,930
+2,039
| +5% | +$197K | 0.13% | 170 |
|
|
2025
Q1 | $4.35M | Buy |
43,891
+56
| +0.1% | +$5.55K | 0.15% | 160 |
|
|
2024
Q4 | $4.33M | Buy |
43,835
+2,191
| +5% | +$217K | 0.14% | 164 |
|
|
2024
Q3 | $4.44M | Buy |
41,644
+1,300
| +3% | +$139K | 0.15% | 163 |
|
|
2024
Q2 | $3.76M | Buy |
40,344
+2,264
| +6% | +$211K | 0.14% | 171 |
|
|
2024
Q1 | $3.59M | Buy |
38,080
+2,916
| +8% | +$275K | 0.14% | 170 |
|
|
2023
Q4 | $3.35M | Buy |
35,164
+2,320
| +7% | +$221K | 0.14% | 180 |
|
|
2023
Q3 | $2.72M | Buy |
32,844
+18
| +0.1% | +$1.49K | 0.12% | 190 |
|
|
2023
Q2 | $2.97M | Buy |
32,826
+1,593
| +5% | +$144K | 0.12% | 183 |
|
|
2023
Q1 | $2.77M | Buy |
31,233
+1,289
| +4% | +$114K | 0.12% | 183 |
|
|
2022
Q4 | $2.61M | Buy |
29,944
+1,130
| +4% | +$98.5K | 0.12% | 191 |
|
|
2022
Q3 | $2.43M | Buy |
28,814
+511
| +2% | +$43.1K | 0.13% | 191 |
|
|
2022
Q2 | $2.69M | Sell |
28,303
-31,319
| -53% | -$2.98M | 0.14% | 179 |
|
|
2022
Q1 | $7M | Buy |
59,622
+1,064
| +2% | +$125K | 0.28% | 103 |
|
|
2021
Q4 | $7.15M | Buy |
58,558
+2,025
| +4% | +$247K | 0.29% | 92 |
|
|
2021
Q3 | $5.96M | Sell |
56,533
-6,076
| -10% | -$641K | 0.27% | 99 |
|
|
2021
Q2 | $6.57M | Sell |
62,609
-3,470
| -5% | -$364K | 0.31% | 81 |
|
|
2021
Q1 | $6.26M | Buy |
66,079
+1,229
| +2% | +$116K | 0.32% | 82 |
|
|
2020
Q4 | $5.62M | Buy |
64,850
+58,077
| +857% | +$5.03M | 0.33% | 80 |
|
|
2020
Q3 | $528K | Buy |
6,773
+2,042
| +43% | +$159K | 0.04% | 255 |
|
|
2020
Q2 | $369K | Buy |
+4,731
| New | +$369K | 0.03% | 276 |
|