Financial Advocates Investment 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 | – | Sell |
-6,015
| Closed | -$596K | – | 722 |
|
|
2025
Q1 | $596K | Buy |
6,015
+4
| +0.1% | +$396 | 0.04% | 389 |
|
|
2024
Q4 | $594K | Buy |
+6,011
| New | +$594K | 0.03% | 405 |
|
|
2024
Q3 | – | Sell |
-5,997
| Closed | -$558K | – | 776 |
|
|
2024
Q2 | $558K | Buy |
+5,997
| New | +$558K | 0.03% | 407 |
|
|
2023
Q3 | – | Sell |
-6,384
| Closed | -$577K | – | 729 |
|
|
2023
Q2 | $577K | Sell |
6,384
-44
| -0.7% | -$3.98K | 0.04% | 368 |
|
|
2023
Q1 | $571K | Sell |
6,428
-1,361
| -17% | -$121K | 0.04% | 398 |
|
|
2022
Q4 | $679K | Sell |
7,789
-6
| -0.1% | -$523 | 0.05% | 370 |
|
|
2022
Q3 | $657K | Sell |
7,795
-10,170
| -57% | -$857K | 0.05% | 338 |
|
|
2022
Q2 | $1.71M | Sell |
17,965
-1,892
| -10% | -$180K | 0.14% | 181 |
|
|
2022
Q1 | $2.33M | Buy |
19,857
+2,661
| +15% | +$312K | 0.15% | 158 |
|
|
2021
Q4 | $2.1M | Buy |
17,196
+6,665
| +63% | +$814K | 0.13% | 185 |
|
|
2021
Q3 | $981K | Buy |
10,531
+4,989
| +90% | +$465K | 0.07% | 319 |
|
|
2021
Q2 | $581K | Sell |
5,542
-30
| -0.5% | -$3.15K | 0.04% | 438 |
|
|
2021
Q1 | $527K | Sell |
5,572
-160,265
| -97% | -$15.2M | 0.04% | 461 |
|
|
2020
Q4 | $5.17M | Buy |
165,837
+160,198
| +2,841% | +$4.99M | 0.35% | 61 |
|
|
2020
Q3 | $439K | Buy |
+5,639
| New | +$439K | 0.04% | 390 |
|
|
2019
Q1 | – | Sell |
-6,594
| Closed | -$567K | – | 467 |
|
|
2018
Q4 | $567K | Sell |
6,594
-1,995
| -23% | -$172K | 0.08% | 229 |
|
|
2018
Q3 | $800K | Sell |
8,589
-167
| -2% | -$15.6K | 0.09% | 216 |
|
|
2018
Q2 | $822K | Buy |
8,756
+75
| +0.9% | +$7.04K | 0.1% | 208 |
|
|
2018
Q1 | $748K | Sell |
8,681
-591
| -6% | -$50.9K | 0.1% | 209 |
|
|
2017
Q4 | $869K | Buy |
+9,272
| New | +$869K | 0.12% | 180 |
|