Financial Advocates Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $596K | Buy |
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|
2024
Q4 | $594K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $558K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $577K | Sell |
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|
2023
Q1 | $571K | Sell |
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|
2022
Q4 | $679K | Sell |
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|
2022
Q3 | $657K | Sell |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $2.33M | Buy |
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|
2021
Q4 | $2.1M | Buy |
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|
2021
Q3 | $981K | Buy |
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|
2021
Q2 | $581K | Sell |
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|
2021
Q1 | $527K | Sell |
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|
2020
Q4 | $5.17M | Buy |
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|
2020
Q3 | $439K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $567K | Sell |
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|
2018
Q3 | $800K | Sell |
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|
2018
Q2 | $822K | Buy |
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|
2018
Q1 | $748K | Sell |
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|
2017
Q4 | $869K | Buy |
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