GFPC
Global Financial Private Client’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
+2,303
| New | +$222K | 0.08% | 209 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$99 | – | 1697 |
|
|
2024
Q4 | $99 | Hold |
1
| – | – | ﹤0.01% | 1489 |
|
|
2024
Q3 | $107 | Hold |
1
| – | – | ﹤0.01% | 802 |
|
|
2024
Q2 | $93 | Buy |
+1
| New | +$93 | ﹤0.01% | 676 |
|
|
2024
Q1 | – | Sell |
-292
| Closed | -$27.8K | – | 723 |
|
|
2023
Q4 | $27.8K | Buy |
292
+80
| +38% | +$7.63K | 0.01% | 357 |
|
|
2023
Q3 | $17.3K | Buy |
212
+37
| +21% | +$3.01K | 0.01% | 383 |
|
|
2023
Q2 | $16K | Buy |
175
+1
| +0.6% | +$91 | 0.01% | 388 |
|
|
2023
Q1 | $15.3K | Buy |
+174
| New | +$15.3K | 0.01% | 399 |
|
|
2022
Q3 | – | Sell |
-370
| Closed | -$35.8K | – | 673 |
|
|
2022
Q2 | $35.8K | Buy |
+370
| New | +$35.8K | 0.02% | 293 |
|
|
2020
Q3 | – | Sell |
-1,236
| Closed | -$98.8K | – | 509 |
|
|
2020
Q2 | $98.8K | Sell |
1,236
-1,317
| -52% | -$105K | 0.09% | 149 |
|
|
2020
Q1 | $171K | Sell |
2,553
-336
| -12% | -$22.5K | 0.18% | 103 |
|
|
2019
Q4 | $295K | Buy |
+2,889
| New | +$295K | 0.25% | 90 |
|