Global Wealth Management Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12
| Closed | -$1K | – | 512 |
|
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 441 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 430 |
|
|
2020
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 575 |
|
|
2020
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 565 |
|
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 570 |
|
|
2019
Q3 | $1K | Sell |
12
-43
| -78% | -$3.58K | ﹤0.01% | 598 |
|
|
2019
Q2 | $5K | Sell |
55
-583
| -91% | -$53K | ﹤0.01% | 445 |
|
|
2019
Q1 | $63K | Sell |
638
-967
| -60% | -$95.5K | 0.03% | 185 |
|
|
2018
Q4 | $138K | Buy |
+1,605
| New | +$138K | 0.08% | 152 |
|