Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,187
| Closed | -$427K | – | 108 |
|
|
2019
Q4 | $427K | Hold |
4,187
| – | – | 0.1% | 66 |
|
|
2019
Q3 | $438K | Hold |
4,187
| – | – | 0.11% | 63 |
|
|
2019
Q2 | $414K | Hold |
4,187
| – | – | 0.11% | 60 |
|
|
2019
Q1 | $414K | Hold |
4,187
| – | – | 0.12% | 61 |
|
|
2018
Q4 | $360K | Sell |
4,187
-1,400
| -25% | -$120K | 0.12% | 62 |
|
|
2018
Q3 | $521K | Buy |
+5,587
| New | +$521K | 0.18% | 50 |
|
|
2017
Q2 | – | Sell |
-175
| Closed | -$17K | – | 418 |
|
|
2017
Q1 | $17K | Buy |
+175
| New | +$17K | 0.01% | 250 |
|