First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-202
| Closed | -$19.3K | – | 402 |
|
|
2023
Q4 | $19.3K | Hold |
202
| – | – | ﹤0.01% | 264 |
|
|
2023
Q3 | $16.8K | Hold |
202
| – | – | ﹤0.01% | 277 |
|
|
2023
Q2 | $18.3K | Hold |
202
| – | – | ﹤0.01% | 276 |
|
|
2023
Q1 | $17.9K | Hold |
202
| – | – | ﹤0.01% | 288 |
|
|
2022
Q4 | $17.6K | Hold |
202
| – | – | ﹤0.01% | 295 |
|
|
2022
Q3 | $17K | Hold |
202
| – | – | ﹤0.01% | 301 |
|
|
2022
Q2 | $19K | Hold |
202
| – | – | 0.01% | 239 |
|
|
2022
Q1 | $24K | Hold |
202
| – | – | 0.01% | 237 |
|
|
2021
Q4 | $25K | Hold |
202
| – | – | 0.01% | 239 |
|
|
2021
Q3 | $21K | Hold |
202
| – | – | 0.01% | 245 |
|
|
2021
Q2 | $21K | Hold |
202
| – | – | 0.01% | 251 |
|
|
2021
Q1 | $19K | Hold |
202
| – | – | 0.01% | 246 |
|
|
2020
Q4 | $18K | Hold |
202
| – | – | 0.01% | 247 |
|
|
2020
Q3 | $16K | Hold |
202
| – | – | 0.01% | 245 |
|
|
2020
Q2 | $16K | Hold |
202
| – | – | 0.01% | 243 |
|
|
2020
Q1 | $15K | Hold |
202
| – | – | 0.01% | 232 |
|
|
2019
Q4 | $21K | Buy |
+202
| New | +$21K | 0.01% | 245 |
|
|
2018
Q4 | – | Sell |
-59
| Closed | -$6K | – | 683 |
|
|
2018
Q3 | $6K | Buy |
+59
| New | +$6K | ﹤0.01% | 574 |
|
|
2016
Q4 | – | Sell |
-21,411
| Closed | -$2.09M | – | 942 |
|
|
2016
Q3 | $2.09M | Buy |
21,411
+13,314
| +164% | +$1.3M | 0.61% | 62 |
|
|
2016
Q2 | $805K | Buy |
8,097
+3,934
| +94% | +$391K | 0.27% | 85 |
|
|
2016
Q1 | $396K | Buy |
+4,163
| New | +$396K | 0.2% | 96 |
|