Forum Financial Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $404K | Hold |
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|
2025
Q2 | $389K | Hold |
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|
2025
Q1 | $400K | Hold |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $430K | Sell |
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|
2024
Q2 | $382K | Sell |
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|
2024
Q1 | $564K | Hold |
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $624K | Sell |
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|
2023
Q2 | $681K | Hold |
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|
2023
Q1 | $668K | Hold |
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|
2022
Q4 | $656K | Hold |
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|
2022
Q3 | $634K | Sell |
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|
2022
Q2 | $728K | Sell |
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|
2022
Q1 | $905K | Sell |
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|
2021
Q4 | $946K | Buy |
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