Fortis Advisors’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
Q3 | – | Sell |
-871
| Closed | -$68K | – | 180 |
|
|
2020
Q2 | $68K | Buy |
871
+8
| +0.9% | +$625 | 0.07% | 99 |
|
|
2020
Q1 | $62K | Buy |
863
+7
| +0.8% | +$503 | 0.04% | 175 |
|
|
2019
Q4 | $87K | Buy |
856
+9
| +1% | +$915 | 0.05% | 186 |
|
|
2019
Q3 | $89K | Buy |
847
+7
| +0.8% | +$736 | 0.04% | 186 |
|
|
2019
Q2 | $83K | Buy |
840
+8
| +1% | +$790 | 0.04% | 197 |
|
|
2019
Q1 | $82K | Buy |
832
+4
| +0.5% | +$394 | 0.04% | 190 |
|
|
2018
Q4 | $71K | Buy |
828
+11
| +1% | +$943 | 0.04% | 192 |
|
|
2018
Q3 | $76K | Buy |
817
+10
| +1% | +$930 | 0.04% | 175 |
|
|
2018
Q2 | $76K | Buy |
807
+7
| +0.9% | +$659 | 0.04% | 173 |
|
|
2018
Q1 | $69K | Buy |
800
+5
| +0.6% | +$431 | 0.04% | 163 |
|
|
2017
Q4 | $74K | Buy |
+795
| New | +$74K | 0.05% | 162 |
|