First Heartland Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,700
| Closed | -$917K | – | 413 |
|
|
2021
Q3 | $917K | Buy |
+8,700
| New | +$917K | 0.14% | 138 |
|
|
2020
Q2 | – | Sell |
-5,687
| Closed | -$411K | – | 299 |
|
|
2020
Q1 | $411K | Sell |
5,687
-30,521
| -84% | -$2.21M | 0.11% | 146 |
|
|
2019
Q4 | $3.69M | Sell |
36,208
-2,766
| -7% | -$282K | 0.73% | 37 |
|
|
2019
Q3 | $4.08M | Buy |
38,974
+2,347
| +6% | +$245K | 0.87% | 28 |
|
|
2019
Q2 | $3.62M | Buy |
36,627
+16,542
| +82% | +$1.63M | 0.87% | 27 |
|
|
2019
Q1 | $1.99M | Buy |
+20,085
| New | +$1.99M | 0.56% | 45 |
|