GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $223K | Sell |
2,085
-110
| -5% | -$11.7K | 0.02% | 346 |
|
|
2024
Q2 | $204K | Sell |
2,195
-50
| -2% | -$4.66K | 0.02% | 361 |
|
|
2024
Q1 | $212K | Hold |
2,245
| – | – | 0.02% | 352 |
|
|
2023
Q4 | $214K | Buy |
+2,245
| New | +$214K | 0.02% | 343 |
|
|
2022
Q2 | – | Sell |
-2,123
| Closed | -$249K | – | 207 |
|
|
2022
Q1 | $249K | Sell |
2,123
-759
| -26% | -$89K | 0.06% | 177 |
|
|
2021
Q4 | $352K | Buy |
2,882
+572
| +25% | +$69.9K | 0.1% | 153 |
|
|
2021
Q3 | $244K | Buy |
2,310
+179
| +8% | +$18.9K | 0.12% | 163 |
|
|
2021
Q2 | $224K | Buy |
+2,131
| New | +$224K | 0.12% | 168 |
|
|
2020
Q2 | – | Sell |
-18,334
| Closed | -$1.32M | – | 163 |
|
|
2020
Q1 | $1.32M | Sell |
18,334
-2,085
| -10% | -$151K | 0.85% | 19 |
|
|
2019
Q4 | $2.08M | Sell |
20,419
-768
| -4% | -$78.3K | 0.92% | 15 |
|
|
2019
Q3 | $2.22M | Buy |
21,187
+3
| +0% | +$314 | 1.1% | 15 |
|
|
2019
Q2 | $2.09M | Sell |
21,184
-1,695
| -7% | -$167K | 1.11% | 15 |
|
|
2019
Q1 | $2.26M | Sell |
22,879
-7,269
| -24% | -$719K | 1.27% | 14 |
|
|
2018
Q4 | $2.59M | Buy |
+30,148
| New | +$2.59M | 1.88% | 9 |
|