Financial Counselors Inc’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 |
-4,552
| Closed | -$451K | – | 420 |
|
|
2025
Q1 | $451K | Sell |
4,552
-1,010
| -18% | -$100K | 0.01% | 430 |
|
|
2024
Q4 | $550K | Buy |
5,562
+2,474
| +80% | +$245K | 0.01% | 399 |
|
|
2024
Q3 | $330K | Hold |
3,088
| – | – | ﹤0.01% | 494 |
|
|
2024
Q2 | $287K | Buy |
+3,088
| New | +$287K | ﹤0.01% | 500 |
|
|
2024
Q1 | – | Sell |
-4,338
| Closed | -$413K | – | 595 |
|
|
2023
Q4 | $413K | Buy |
4,338
+710
| +20% | +$67.7K | 0.01% | 433 |
|
|
2023
Q3 | $301K | Buy |
+3,628
| New | +$301K | 0.01% | 464 |
|
|
2017
Q3 | – | Sell |
-2,241
| Closed | -$208K | – | 503 |
|
|
2017
Q2 | $208K | Hold |
2,241
| – | – | 0.01% | 459 |
|
|
2017
Q1 | $207K | Sell |
2,241
-691
| -24% | -$63.8K | 0.01% | 468 |
|
|
2016
Q4 | $274K | Buy |
+2,932
| New | +$274K | 0.01% | 408 |
|