First American Trust’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 |
-3,577
| Closed | -$355K | – | 254 |
|
|
2025
Q1 | $355K | Sell |
3,577
-1,198
| -25% | -$119K | 0.03% | 177 |
|
|
2024
Q4 | $472K | Hold |
4,775
| – | – | 0.05% | 158 |
|
|
2024
Q3 | $510K | Buy |
4,775
+450
| +10% | +$48K | 0.05% | 153 |
|
|
2024
Q2 | $403K | Hold |
4,325
| – | – | 0.04% | 154 |
|
|
2024
Q1 | $408K | Buy |
+4,325
| New | +$408K | 0.04% | 149 |
|