Focus Partners Wealth’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
$827K Buy
8,575
+60
+0.7% +$5.79K ﹤0.01% 1214
2025
Q1
$844K Sell
8,515
-324
-4% -$32.1K ﹤0.01% 1115
2024
Q4
$874K Buy
8,839
+3,691
+72% +$365K ﹤0.01% 1090
2024
Q3
$549K Buy
+5,148
New +$549K ﹤0.01% 1103