Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193 | Hold |
2
| – | – | ﹤0.01% | 548 |
|
|
2025
Q1 | $198 | Hold |
2
| – | – | ﹤0.01% | 526 |
|
|
2024
Q4 | $198 | Hold |
2
| – | – | ﹤0.01% | 509 |
|
|
2024
Q3 | $213 | Hold |
2
| – | – | ﹤0.01% | 446 |
|
|
2024
Q2 | $186 | Hold |
2
| – | – | ﹤0.01% | 434 |
|
|
2024
Q1 | $189 | Hold |
2
| – | – | ﹤0.01% | 450 |
|
|
2023
Q4 | $191 | Buy |
+2
| New | +$191 | ﹤0.01% | 437 |
|
|
2022
Q3 | – | Sell |
-248
| Closed | -$24K | – | 366 |
|
|
2022
Q2 | $24K | Hold |
248
| – | – | ﹤0.01% | 263 |
|
|
2022
Q1 | $23K | Hold |
248
| – | – | 0.01% | 202 |
|
|
2021
Q4 | $23K | Buy |
+248
| New | +$23K | 0.01% | 191 |
|