Global Retirement Partners’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 | $200K | Buy |
+2,072
| New | +$200K | 0.01% | 1092 |
|
|
2024
Q4 | $112K | Buy |
1,134
+177
| +18% | +$17.5K | ﹤0.01% | 1212 |
|
|
2024
Q3 | $102K | Buy |
957
+40
| +4% | +$4.27K | ﹤0.01% | 1230 |
|
|
2024
Q2 | $85.3K | Buy |
917
+122
| +15% | +$11.4K | ﹤0.01% | 1282 |
|
|
2024
Q1 | $74.9K | Buy |
795
+63
| +9% | +$5.93K | ﹤0.01% | 1213 |
|
|
2023
Q4 | $69.2K | Buy |
732
+110
| +18% | +$10.4K | ﹤0.01% | 1213 |
|
|
2023
Q3 | $50.4K | Buy |
622
+68
| +12% | +$5.51K | ﹤0.01% | 1270 |
|
|
2023
Q2 | $50.1K | Buy |
554
+4
| +0.7% | +$362 | ﹤0.01% | 1274 |
|
|
2023
Q1 | $48.1K | Sell |
550
-129
| -19% | -$11.3K | ﹤0.01% | 1257 |
|
|
2022
Q4 | $59.2K | Buy |
679
+45
| +7% | +$3.92K | ﹤0.01% | 1010 |
|
|
2022
Q3 | $56K | Sell |
634
-70
| -10% | -$6.18K | ﹤0.01% | 981 |
|
|
2022
Q2 | $67K | Sell |
704
-520
| -42% | -$49.5K | 0.01% | 889 |
|
|
2022
Q1 | $124K | Buy |
+1,224
| New | +$124K | 0.01% | 688 |
|
|
2021
Q4 | – | Sell |
-1,001
| Closed | -$106K | – | 1482 |
|
|
2021
Q3 | $106K | Hold |
1,001
| – | – | 0.01% | 634 |
|
|
2021
Q2 | $105K | Hold |
1,001
| – | – | 0.01% | 624 |
|
|
2021
Q1 | $95K | Sell |
1,001
-780
| -44% | -$74K | 0.01% | 585 |
|
|
2020
Q4 | $154K | Sell |
1,781
-72
| -4% | -$6.23K | 0.02% | 445 |
|
|
2020
Q3 | $144K | Sell |
1,853
-77
| -4% | -$5.98K | 0.02% | 416 |
|
|
2020
Q2 | $151K | Buy |
1,930
+709
| +58% | +$55.5K | 0.02% | 406 |
|
|
2020
Q1 | $88K | Hold |
1,221
| – | – | 0.02% | 456 |
|
|
2019
Q4 | $125K | Buy |
1,221
+924
| +311% | +$94.6K | 0.02% | 443 |
|
|
2019
Q3 | $31K | Hold |
297
| – | – | 0.01% | 748 |
|
|
2019
Q2 | $29K | Hold |
297
| – | – | 0.01% | 768 |
|
|
2019
Q1 | $29K | Sell |
297
-42
| -12% | -$4.1K | 0.01% | 710 |
|
|
2018
Q4 | $29K | Sell |
339
-440
| -56% | -$37.6K | 0.01% | 647 |
|
|
2018
Q3 | $73K | Buy |
779
+201
| +35% | +$18.8K | 0.02% | 474 |
|
|
2018
Q2 | $54K | Sell |
578
-2,314
| -80% | -$216K | 0.01% | 524 |
|
|
2018
Q1 | $249K | Sell |
2,892
-486
| -14% | -$41.8K | 0.07% | 250 |
|
|
2017
Q4 | $316K | Hold |
3,378
| – | – | 0.09% | 204 |
|
|
2017
Q3 | $312K | Buy |
3,378
+198
| +6% | +$18.3K | 0.13% | 157 |
|
|
2017
Q2 | $296K | Buy |
3,180
+362
| +13% | +$33.7K | 0.14% | 142 |
|
|
2017
Q1 | $260K | Buy |
2,818
+456
| +19% | +$42.1K | 0.15% | 139 |
|
|
2016
Q4 | $220K | Buy |
+2,362
| New | +$220K | 0.15% | 132 |
|