Gradient Investments’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20
| Closed | -$2K | – | 1514 |
|
|
2022
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1067 |
|
|
2021
Q3 | – | Sell |
-8
| Closed | -$1K | – | 1235 |
|
|
2021
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1102 |
|
|
2019
Q4 | – | Sell |
-187
| Closed | -$20K | – | 1208 |
|
|
2019
Q3 | $20K | Sell |
187
-149
| -44% | -$15.9K | ﹤0.01% | 526 |
|
|
2019
Q2 | $33K | Buy |
336
+323
| +2,485% | +$31.7K | ﹤0.01% | 433 |
|
|
2019
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 818 |
|
|
2018
Q2 | – | Sell |
-109
| Closed | -$9K | – | 1121 |
|
|
2018
Q1 | $9K | Buy |
+109
| New | +$9K | ﹤0.01% | 648 |
|
|
2016
Q2 | – | Sell |
-25
| Closed | -$2K | – | 778 |
|
|
2016
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 630 |
|
|
2015
Q1 | – | Sell |
-578
| Closed | -$53K | – | 692 |
|
|
2014
Q4 | $53K | Buy |
+578
| New | +$53K | 0.01% | 229 |
|
|
2014
Q1 | – | Sell |
-240
| Closed | -$17K | – | 609 |
|
|
2013
Q4 | $17K | Buy |
240
+140
| +140% | +$9.92K | ﹤0.01% | 329 |
|
|
2013
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 315 |
|
|
2013
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 280 |
|