Goldstein Munger & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,934
| Closed | -$307K | – | 34 |
|
|
2019
Q3 | $307K | Hold |
2,934
| – | – | 0.14% | 30 |
|
|
2019
Q2 | $290K | Hold |
2,934
| – | – | 0.13% | 30 |
|
|
2019
Q1 | $290K | Hold |
2,934
| – | – | 0.13% | 32 |
|
|
2018
Q4 | $252K | Hold |
2,934
| – | – | 0.12% | 32 |
|
|
2018
Q3 | $274K | Hold |
2,934
| – | – | 0.12% | 34 |
|
|
2018
Q2 | $276K | Hold |
2,934
| – | – | 0.12% | 31 |
|
|
2018
Q1 | $253K | Hold |
2,934
| – | – | 0.11% | 34 |
|
|
2017
Q4 | $275K | Hold |
2,934
| – | – | 0.12% | 34 |
|
|
2017
Q3 | $271K | Hold |
2,934
| – | – | 0.12% | 31 |
|
|
2017
Q2 | $273K | Hold |
2,934
| – | – | 0.13% | 31 |
|
|
2017
Q1 | $271K | Buy |
+2,934
| New | +$271K | 0.12% | 37 |
|