ICA Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $15.4K | Sell |
165
-4,584
| -97% | -$427K | 0.01% | 406 |
|
|
2024
Q1 | $448K | Sell |
4,749
-396
| -8% | -$37.3K | 0.09% | 175 |
|
|
2023
Q4 | $490K | Buy |
5,145
+1,133
| +28% | +$108K | 0.11% | 156 |
|
|
2023
Q3 | $332K | Buy |
4,012
+242
| +6% | +$20.1K | 0.09% | 174 |
|
|
2023
Q2 | $341K | Buy |
3,770
+381
| +11% | +$34.5K | 0.09% | 170 |
|
|
2023
Q1 | $301K | Buy |
3,389
+360
| +12% | +$32K | 0.07% | 195 |
|
|
2022
Q4 | $264K | Buy |
+3,029
| New | +$264K | 0.06% | 222 |
|