Heartwood Wealth Advisors’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 | $246K | Sell |
2,546
-67
| -3% | -$6.46K | 0.03% | 166 |
|
|
2025
Q1 | $259K | Sell |
2,613
-11
| -0.4% | -$1.09K | 0.03% | 155 |
|
|
2024
Q4 | $259K | Hold |
2,624
| – | – | 0.03% | 143 |
|
|
2024
Q3 | $280K | Sell |
2,624
-64
| -2% | -$6.83K | 0.03% | 138 |
|
|
2024
Q2 | $250K | Sell |
2,688
-3
| -0.1% | -$279 | 0.03% | 150 |
|
|
2024
Q1 | $254K | Buy |
2,691
+541
| +25% | +$51K | 0.03% | 132 |
|
|
2023
Q4 | $205K | Buy |
+2,150
| New | +$205K | 0.03% | 143 |
|
|
2021
Q1 | – | Sell |
-57,530
| Closed | -$4.99M | – | 89 |
|
|
2020
Q4 | $4.99M | Buy |
57,530
+1,161
| +2% | +$101K | 0.81% | 26 |
|
|
2020
Q3 | $4.4M | Sell |
56,369
-25,657
| -31% | -$2M | 0.84% | 25 |
|
|
2020
Q2 | $4.4M | Buy |
82,026
+28,265
| +53% | +$1.52M | 0.87% | 23 |
|
|
2020
Q1 | $3.88M | Buy |
53,761
+1,338
| +3% | +$96.6K | 0.93% | 22 |
|
|
2019
Q4 | $5.35M | Buy |
+52,423
| New | +$5.35M | 1.02% | 25 |
|