Financial Perspectives’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 | $8.68K | Hold |
90
| – | – | ﹤0.01% | 525 |
|
|
2025
Q1 | $8.92K | Hold |
90
| – | – | ﹤0.01% | 515 |
|
|
2024
Q4 | $8.9K | Hold |
90
| – | – | ﹤0.01% | 517 |
|
|
2024
Q3 | $9.61K | Hold |
90
| – | – | ﹤0.01% | 479 |
|
|
2024
Q2 | $8.38K | Hold |
90
| – | – | ﹤0.01% | 485 |
|
|
2024
Q1 | $8.48K | Hold |
90
| – | – | ﹤0.01% | 478 |
|
|
2023
Q4 | $8.58K | Hold |
90
| – | – | ﹤0.01% | 489 |
|
|
2023
Q3 | $7.47K | Hold |
90
| – | – | ﹤0.01% | 485 |
|
|
2023
Q2 | $8.14K | Hold |
90
| – | – | ﹤0.01% | 467 |
|
|
2023
Q1 | $7.99K | Hold |
90
| – | – | ﹤0.01% | 465 |
|
|
2022
Q4 | $7.84K | Hold |
90
| – | – | ﹤0.01% | 469 |
|
|
2022
Q3 | $7.58K | Hold |
90
| – | – | ﹤0.01% | 462 |
|
|
2022
Q2 | $8.56K | Hold |
90
| – | – | ﹤0.01% | 458 |
|
|
2022
Q1 | $10.6K | Hold |
90
| – | – | ﹤0.01% | 452 |
|
|
2021
Q4 | $11K | Hold |
90
| – | – | 0.01% | 434 |
|
|
2021
Q3 | $9.49K | Hold |
90
| – | – | ﹤0.01% | 447 |
|
|
2021
Q2 | $9.44K | Sell |
90
-8,430
| -99% | -$884K | ﹤0.01% | 468 |
|
|
2021
Q1 | $90K | Buy |
8,520
+8,430
| +9,367% | +$89K | ﹤0.01% | 521 |
|
|
2020
Q4 | $7.8K | Hold |
90
| – | – | ﹤0.01% | 425 |
|
|
2020
Q3 | $7.02K | Hold |
90
| – | – | ﹤0.01% | 394 |
|
|
2020
Q2 | $7.02K | Hold |
90
| – | – | 0.01% | 378 |
|
|
2020
Q1 | $6.5K | Hold |
90
| – | – | 0.01% | 361 |
|
|
2019
Q4 | $9.18K | Buy |
+90
| New | +$9.18K | 0.01% | 339 |
|