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GI
Gradient Investments’s
State Street SPDR Dow Jones REIT ETF
RWR
Stock Holding History
Gradient Investments’s Portfolio
RWR Stock Details
RWR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-20
Closed
-$2K
–
1514
2022
Q2
$2K
Buy
+20
New
+$2.12K
﹤0.01%
1067
2021
Q3
–
Sell
-8
Closed
-$1K
–
1235
2021
Q2
$1K
Buy
+8
New
+$819
﹤0.01%
1102
2019
Q4
–
Sell
-187
Closed
-$20K
–
1208
2019
Q3
$20K
Sell
187
-149
-44%
-$15.2K
﹤0.01%
526
2019
Q2
$33K
Buy
336
+323
+2,485%
+$32.1K
﹤0.01%
433
2019
Q1
$1K
Buy
+13
New
+$1.23K
﹤0.01%
818
2018
Q2
–
Sell
-109
Closed
-$9K
–
1121
2018
Q1
$9K
Buy
+109
New
+$9.45K
﹤0.01%
648
2016
Q2
–
Sell
-25
Closed
-$2K
–
777
2016
Q1
$2K
Buy
+25
New
+$2.22K
﹤0.01%
630
2015
Q1
–
Sell
-578
Closed
-$53K
–
692
2014
Q4
$53K
Buy
+578
New
+$50.7K
0.01%
229
2014
Q1
–
Sell
-240
Closed
-$17K
–
609
2013
Q4
$17K
Buy
240
+140
+140%
+$10.3K
﹤0.01%
329
2013
Q3
$7K
Hold
100
–
–
﹤0.01%
315
2013
Q2
$8K
Buy
+100
New
+$8K
﹤0.01%
280
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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