EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Hold |
110
| – | – | ﹤0.01% | 2762 |
|
|
2025
Q1 | $10.9K | Hold |
110
| – | – | ﹤0.01% | 2065 |
|
|
2024
Q4 | $10.9K | Hold |
110
| – | – | ﹤0.01% | 1948 |
|
|
2024
Q3 | $11.7K | Sell |
110
-288
| -72% | -$30.7K | ﹤0.01% | 1766 |
|
|
2024
Q2 | $39.2K | Buy |
398
+288
| +262% | +$28.4K | ﹤0.01% | 1204 |
|
|
2024
Q1 | $9.61K | Hold |
110
| – | – | ﹤0.01% | 1708 |
|
|
2023
Q4 | $10.5K | Sell |
110
-50
| -31% | -$4.77K | ﹤0.01% | 1538 |
|
|
2023
Q3 | $13.3K | Hold |
160
| – | – | ﹤0.01% | 1298 |
|
|
2023
Q2 | $14.5K | Sell |
160
-200
| -56% | -$18.1K | ﹤0.01% | 1284 |
|
|
2023
Q1 | $32K | Buy |
360
+60
| +20% | +$5.33K | ﹤0.01% | 940 |
|
|
2022
Q4 | $26.1K | Buy |
+300
| New | +$26.1K | ﹤0.01% | 983 |
|