Foresight Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,979
| Closed | -$202K | – | 105 |
|
|
2019
Q4 | $202K | Sell |
1,979
-1,472
| -43% | -$150K | 0.12% | 93 |
|
|
2019
Q3 | $361K | Sell |
3,451
-693
| -17% | -$72.5K | 0.26% | 63 |
|
|
2019
Q2 | $409K | Hold |
4,144
| – | – | 0.31% | 63 |
|
|
2019
Q1 | $410K | Sell |
4,144
-444
| -10% | -$43.9K | 0.36% | 60 |
|
|
2018
Q4 | $395K | Buy |
+4,588
| New | +$395K | 0.42% | 55 |
|