EWM
Evermay Wealth Management’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58K | Hold |
601
| – | – | 0.01% | 313 |
|
|
2025
Q1 | $59.6K | Hold |
601
| – | – | 0.01% | 307 |
|
|
2024
Q4 | $59.4K | Hold |
601
| – | – | 0.01% | 305 |
|
|
2024
Q3 | $64.1K | Hold |
601
| – | – | 0.01% | 315 |
|
|
2024
Q2 | $56K | Hold |
601
| – | – | 0.01% | 335 |
|
|
2024
Q1 | $56.6K | Hold |
601
| – | – | 0.01% | 342 |
|
|
2023
Q4 | $57.3K | Hold |
601
| – | – | 0.01% | 315 |
|
|
2023
Q3 | $49.8K | Hold |
601
| – | – | 0.01% | 306 |
|
|
2023
Q2 | $54.4K | Hold |
601
| – | – | 0.01% | 301 |
|
|
2023
Q1 | $53.4K | Sell |
601
-148
| -20% | -$13.1K | 0.01% | 296 |
|
|
2022
Q4 | $65.3K | Sell |
749
-50
| -6% | -$4.36K | 0.01% | 271 |
|
|
2022
Q3 | $67K | Hold |
799
| – | – | 0.01% | 256 |
|
|
2022
Q2 | $76K | Hold |
799
| – | – | 0.01% | 240 |
|
|
2022
Q1 | $94K | Buy |
799
+777
| +3,532% | +$91.4K | 0.02% | 258 |
|
|
2021
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 469 |
|
|
2020
Q2 | – | Sell |
-3,141
| Closed | -$227K | – | 155 |
|
|
2020
Q1 | $227K | Hold |
3,141
| – | – | 0.07% | 125 |
|
|
2019
Q4 | $320K | Hold |
3,141
| – | – | 0.08% | 118 |
|
|
2019
Q3 | $328K | Buy |
+3,141
| New | +$328K | 0.09% | 105 |
|