Frederick Financial Consultants’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
$9.41M Buy
97,616
+8,140
+9% +$785K 5.85% 4
2025
Q1
$8.87M Buy
89,476
+73,358
+455% +$7.27M 6.4% 3
2024
Q4
$1.59M Buy
+16,118
New +$1.59M 1.27% 19