Howe & Rusling’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 | $11.1K | Buy |
115
+78
| +211% | +$7.52K | ﹤0.01% | 411 |
|
|
2025
Q1 | $3.67K | Buy |
+37
| New | +$3.67K | ﹤0.01% | 413 |
|
|
2024
Q2 | – | Sell |
-157
| Closed | -$14.8K | – | 385 |
|
|
2024
Q1 | $14.8K | Buy |
157
+137
| +685% | +$12.9K | ﹤0.01% | 329 |
|
|
2023
Q4 | $1.91K | Buy |
+20
| New | +$1.91K | ﹤0.01% | 365 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$1.74K | – | 330 |
|
|
2022
Q4 | $1.74K | Hold |
20
| – | – | ﹤0.01% | 310 |
|
|
2022
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 901 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 886 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 879 |
|
|
2021
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 877 |
|
|
2016
Q2 | – | Sell |
-45
| Closed | -$4K | – | 1044 |
|
|
2016
Q1 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 724 |
|