HighTower Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
24,848
+12,153
| +96% | +$1.17M | ﹤0.01% | 1469 |
|
|
2025
Q1 | $1.26M | Buy |
12,695
+2,327
| +22% | +$231K | ﹤0.01% | 1801 |
|
|
2024
Q4 | $1.03M | Buy |
10,368
+407
| +4% | +$40.2K | ﹤0.01% | 1937 |
|
|
2024
Q3 | $1.06M | Buy |
9,961
+201
| +2% | +$21.4K | ﹤0.01% | 1904 |
|
|
2024
Q2 | $909K | Sell |
9,760
-1,761
| -15% | -$164K | ﹤0.01% | 1902 |
|
|
2024
Q1 | $1.08M | Sell |
11,521
-1,840
| -14% | -$173K | ﹤0.01% | 1759 |
|
|
2023
Q4 | $1.27M | Sell |
13,361
-1,010
| -7% | -$96K | ﹤0.01% | 1706 |
|
|
2023
Q3 | $1.19M | Sell |
14,371
-1,116
| -7% | -$92.3K | ﹤0.01% | 1667 |
|
|
2023
Q2 | $1.4M | Sell |
15,487
-733
| -5% | -$66.3K | ﹤0.01% | 1557 |
|
|
2023
Q1 | $1.44M | Sell |
16,220
-1,996
| -11% | -$177K | ﹤0.01% | 1475 |
|
|
2022
Q4 | $1.59M | Buy |
18,216
+416
| +2% | +$36.2K | ﹤0.01% | 1405 |
|
|
2022
Q3 | $1.5M | Sell |
17,800
-201
| -1% | -$17K | ﹤0.01% | 1395 |
|
|
2022
Q2 | $1.71M | Sell |
18,001
-313
| -2% | -$29.8K | ﹤0.01% | 1340 |
|
|
2022
Q1 | $2.15M | Sell |
18,314
-957
| -5% | -$112K | ﹤0.01% | 1329 |
|
|
2021
Q4 | $2.35M | Buy |
19,271
+710
| +4% | +$86.7K | 0.01% | 1266 |
|
|
2021
Q3 | $1.96M | Buy |
18,561
+144
| +0.8% | +$15.2K | 0.01% | 1263 |
|
|
2021
Q2 | $1.93M | Buy |
18,417
+41
| +0.2% | +$4.29K | 0.01% | 1241 |
|
|
2021
Q1 | $1.74M | Buy |
18,376
+197
| +1% | +$18.6K | 0.01% | 1212 |
|
|
2020
Q4 | $1.58M | Sell |
18,179
-1,300
| -7% | -$113K | 0.01% | 1004 |
|
|
2020
Q3 | $1.52M | Buy |
19,479
+1,100
| +6% | +$85.8K | 0.01% | 1003 |
|
|
2020
Q2 | $1.43M | Sell |
18,379
-4,490
| -20% | -$350K | 0.01% | 945 |
|
|
2020
Q1 | $1.65M | Sell |
22,869
-2,658
| -10% | -$192K | 0.01% | 810 |
|
|
2019
Q4 | $2.61M | Buy |
25,527
+660
| +3% | +$67.4K | 0.02% | 770 |
|
|
2019
Q3 | $2.6M | Sell |
24,867
-431
| -2% | -$45K | 0.01% | 802 |
|
|
2019
Q2 | $2.5M | Buy |
25,298
+721
| +3% | +$71.2K | 0.01% | 818 |
|
|
2019
Q1 | $2.43M | Sell |
24,577
-2,913
| -11% | -$288K | 0.02% | 774 |
|
|
2018
Q4 | $2.37M | Buy |
27,490
+2,172
| +9% | +$187K | 0.02% | 701 |
|
|
2018
Q3 | $2.36M | Sell |
25,318
-283
| -1% | -$26.4K | 0.02% | 778 |
|
|
2018
Q2 | $2.41M | Sell |
25,601
-1,357
| -5% | -$127K | 0.02% | 777 |
|
|
2018
Q1 | $2.32M | Sell |
26,958
-507
| -2% | -$43.6K | 0.02% | 761 |
|
|
2017
Q4 | $2.57M | Sell |
27,465
-672
| -2% | -$63K | 0.02% | 739 |
|
|
2017
Q3 | $2.61M | Sell |
28,137
-2,446
| -8% | -$227K | 0.02% | 723 |
|
|
2017
Q2 | $2.85M | Buy |
30,583
+337
| +1% | +$31.4K | 0.03% | 668 |
|
|
2017
Q1 | $2.79M | Sell |
30,246
-1,084
| -3% | -$100K | 0.03% | 636 |
|
|
2016
Q4 | $2.92M | Sell |
31,330
-24,264
| -44% | -$2.26M | 0.03% | 569 |
|
|
2016
Q3 | $5.41M | Buy |
55,594
+1,502
| +3% | +$146K | 0.06% | 335 |
|
|
2016
Q2 | $5.39M | Sell |
54,092
-2,417
| -4% | -$241K | 0.07% | 304 |
|
|
2016
Q1 | $5.38M | Sell |
56,509
-2,842
| -5% | -$271K | 0.02% | 330 |
|
|
2015
Q4 | $5.44M | Buy |
59,351
+2,944
| +5% | +$270K | 0.06% | 316 |
|
|
2015
Q3 | $4.85M | Sell |
56,407
-16,499
| -23% | -$1.42M | 0.06% | 324 |
|
|
2015
Q2 | $6.15M | Buy |
72,906
+6,726
| +10% | +$567K | 0.1% | 225 |
|
|
2015
Q1 | $6.26M | Buy |
66,180
+39,704
| +150% | +$3.76M | 0.09% | 233 |
|
|
2014
Q4 | $2.41M | Sell |
26,476
-364
| -1% | -$33.1K | 0.04% | 523 |
|
|
2014
Q3 | $2.14M | Buy |
26,840
+8,279
| +45% | +$661K | 0.04% | 530 |
|
|
2014
Q2 | $1.54M | Buy |
18,561
+960
| +5% | +$79.7K | 0.03% | 643 |
|
|
2014
Q1 | $1.37M | Sell |
17,601
-1,978
| -10% | -$154K | 0.03% | 632 |
|
|
2013
Q4 | $1.4M | Sell |
19,579
-1,336
| -6% | -$95.2K | 0.03% | 597 |
|
|
2013
Q3 | $1.53M | Buy |
20,915
+771
| +4% | +$56.2K | 0.04% | 481 |
|
|
2013
Q2 | $1.53M | Buy |
+20,144
| New | +$1.53M | 0.04% | 459 |
|