Founders Financial Alliance’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 | $14.9K | Hold |
155
| – | – | ﹤0.01% | 443 |
|
|
2025
Q1 | $15.4K | Hold |
155
| – | – | ﹤0.01% | 508 |
|
|
2024
Q4 | $15.3K | Hold |
155
| – | – | ﹤0.01% | 456 |
|
|
2024
Q3 | $16.5K | Hold |
155
| – | – | ﹤0.01% | 461 |
|
|
2024
Q2 | $14.4K | Buy |
155
+6
| +4% | +$559 | ﹤0.01% | 451 |
|
|
2024
Q1 | $14K | Buy |
149
+10
| +7% | +$942 | ﹤0.01% | 458 |
|
|
2023
Q4 | $13.2K | Sell |
139
-82
| -37% | -$7.82K | 0.01% | 414 |
|
|
2023
Q3 | $18.3K | Sell |
221
-15
| -6% | -$1.24K | 0.01% | 390 |
|
|
2023
Q2 | $21.3K | Buy |
236
+97
| +70% | +$8.77K | 0.01% | 410 |
|
|
2023
Q1 | $12.3K | Buy |
139
+21
| +18% | +$1.86K | 0.01% | 391 |
|
|
2022
Q4 | $10.3K | Hold |
118
| – | – | ﹤0.01% | 419 |
|
|
2022
Q3 | $10K | Sell |
118
-246
| -68% | -$20.8K | 0.01% | 419 |
|
|
2022
Q2 | $35K | Buy |
364
+246
| +208% | +$23.7K | 0.02% | 372 |
|
|
2022
Q1 | $14K | Buy |
118
+18
| +18% | +$2.14K | 0.01% | 376 |
|
|
2021
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 419 |
|
|
2021
Q3 | $11K | Hold |
100
| – | – | 0.01% | 395 |
|
|
2021
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 422 |
|
|
2021
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 403 |
|
|
2020
Q4 | $9K | Hold |
100
| – | – | 0.01% | 374 |
|
|
2020
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 844 |
|