Gladstone Institutional Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,794
| Closed | -$210K | – | 719 |
|
|
2022
Q1 | $210K | Buy |
+1,794
| New | +$210K | 0.01% | 660 |
|
|
2020
Q1 | – | Sell |
-2,950
| Closed | -$301K | – | 310 |
|
|
2019
Q4 | $301K | Sell |
2,950
-702
| -19% | -$71.6K | 0.07% | 191 |
|
|
2019
Q3 | $382K | Sell |
3,652
-630
| -15% | -$65.9K | 0.1% | 176 |
|
|
2019
Q2 | $423K | Sell |
4,282
-1,178
| -22% | -$116K | 0.13% | 165 |
|
|
2019
Q1 | $540K | Sell |
5,460
-301
| -5% | -$29.8K | 0.2% | 102 |
|
|
2018
Q4 | $495K | Buy |
+5,761
| New | +$495K | 0.29% | 80 |
|