Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-605
| Closed | -$54.7K | – | 560 |
|
|
2023
Q2 | $54.7K | Hold |
605
| – | – | ﹤0.01% | 316 |
|
|
2023
Q1 | $53.7K | Hold |
605
| – | – | ﹤0.01% | 313 |
|
|
2022
Q4 | $52.7K | Hold |
605
| – | – | ﹤0.01% | 320 |
|
|
2022
Q3 | $51K | Hold |
605
| – | – | ﹤0.01% | 296 |
|
|
2022
Q2 | $58K | Hold |
605
| – | – | ﹤0.01% | 312 |
|
|
2022
Q1 | $71K | Hold |
605
| – | – | ﹤0.01% | 282 |
|
|
2021
Q4 | $74K | Hold |
605
| – | – | ﹤0.01% | 289 |
|
|
2021
Q3 | $63.8K | Hold |
605
| – | – | ﹤0.01% | 297 |
|
|
2021
Q2 | $63.5K | Hold |
605
| – | – | ﹤0.01% | 303 |
|
|
2021
Q1 | $57.3K | Hold |
605
| – | – | ﹤0.01% | 319 |
|
|
2020
Q4 | $52K | Hold |
605
| – | – | ﹤0.01% | 323 |
|
|
2020
Q3 | $47.2K | Hold |
605
| – | – | 0.01% | 271 |
|
|
2020
Q2 | $47.2K | Hold |
605
| – | – | 0.01% | 257 |
|
|
2020
Q1 | $43.7K | Hold |
605
| – | – | 0.01% | 258 |
|
|
2019
Q4 | $61.7K | Hold |
605
| – | – | 0.01% | 282 |
|
|
2019
Q3 | $63K | Hold |
605
| – | – | 0.01% | 252 |
|
|
2019
Q2 | $59.8K | Hold |
605
| – | – | 0.01% | 233 |
|
|
2019
Q1 | $59.8K | Hold |
605
| – | – | 0.01% | 213 |
|
|
2018
Q4 | $52K | Hold |
605
| – | – | 0.01% | 193 |
|
|
2018
Q3 | $56K | Buy |
+605
| New | +$56K | 0.01% | 191 |
|