Forum Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Hold |
4,032
| – | – | 0.01% | 521 |
|
|
2025
Q1 | $400K | Hold |
4,032
| – | – | 0.01% | 454 |
|
|
2024
Q4 | $399K | Hold |
4,032
| – | – | 0.01% | 480 |
|
|
2024
Q3 | $430K | Sell |
4,032
-72
| -2% | -$7.69K | 0.01% | 379 |
|
|
2024
Q2 | $382K | Sell |
4,104
-1,875
| -31% | -$175K | 0.01% | 401 |
|
|
2024
Q1 | $564K | Hold |
5,979
| – | – | 0.01% | 291 |
|
|
2023
Q4 | $570K | Sell |
5,979
-1,544
| -21% | -$147K | 0.01% | 257 |
|
|
2023
Q3 | $624K | Sell |
7,523
-2
| -0% | -$166 | 0.01% | 230 |
|
|
2023
Q2 | $681K | Hold |
7,525
| – | – | 0.02% | 226 |
|
|
2023
Q1 | $668K | Hold |
7,525
| – | – | 0.02% | 204 |
|
|
2022
Q4 | $656K | Hold |
7,525
| – | – | 0.02% | 198 |
|
|
2022
Q3 | $634K | Sell |
7,525
-134
| -2% | -$11.3K | 0.03% | 178 |
|
|
2022
Q2 | $728K | Sell |
7,659
-61
| -0.8% | -$5.8K | 0.04% | 160 |
|
|
2022
Q1 | $905K | Sell |
7,720
-24
| -0.3% | -$2.81K | 0.04% | 138 |
|
|
2021
Q4 | $946K | Buy |
+7,744
| New | +$946K | 0.05% | 138 |
|