Heartwood Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $255K | Sell |
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|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $254K | Buy |
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|
2023
Q4 | $205K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.99M | Buy |
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|
2020
Q3 | $4.39M | Sell |
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|
2020
Q2 | $4.4M | Buy |
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|
2020
Q1 | $3.88M | Buy |
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|
2019
Q4 | $5.35M | Buy |
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