Global Retirement Partners’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $212K | Buy |
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|
2025
Q2 | $200K | Buy |
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|
2024
Q4 | $112K | Buy |
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|
2024
Q3 | $102K | Buy |
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|
2024
Q2 | $85.3K | Buy |
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|
2024
Q1 | $74.9K | Buy |
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|
2023
Q4 | $69.2K | Buy |
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|
2023
Q3 | $50.4K | Buy |
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|
2023
Q2 | $50.1K | Buy |
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|
2023
Q1 | $48.1K | Sell |
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|
2022
Q4 | $59.2K | Buy |
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|
2022
Q3 | $56K | Sell |
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|
2022
Q2 | $67K | Sell |
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|
2022
Q1 | $124K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $105K | Hold |
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|
2021
Q1 | $95K | Sell |
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|
2020
Q4 | $154K | Sell |
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|
2020
Q3 | $144K | Sell |
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|
2020
Q2 | $151K | Buy |
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|
2020
Q1 | $88K | Hold |
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|
2019
Q4 | $125K | Buy |
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|
2019
Q3 | $31K | Hold |
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|
2019
Q2 | $29K | Hold |
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|
2019
Q1 | $29K | Sell |
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|
2018
Q4 | $29K | Sell |
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|
2018
Q3 | $73K | Buy |
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|
2018
Q2 | $54K | Sell |
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|
2018
Q1 | $249K | Sell |
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|
2017
Q4 | $316K | Hold |
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|
2017
Q3 | $312K | Buy |
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|
2017
Q2 | $296K | Buy |
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|
2017
Q1 | $260K | Buy |
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|
2016
Q4 | $220K | Buy |
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