IFG Advisory’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 | $211K | Sell |
2,183
-182
| -8% | -$17.6K | 0.01% | 705 |
|
|
2025
Q1 | $234K | Sell |
2,365
-162
| -6% | -$16.1K | 0.01% | 625 |
|
|
2024
Q4 | $250K | Buy |
+2,527
| New | +$250K | 0.01% | 581 |
|
|
2024
Q3 | – | Sell |
-2,468
| Closed | -$230K | – | 566 |
|
|
2024
Q2 | $230K | Buy |
+2,468
| New | +$230K | 0.01% | 561 |
|
|
2024
Q1 | – | Sell |
-2,616
| Closed | -$249K | – | 532 |
|
|
2023
Q4 | $249K | Buy |
2,616
+13
| +0.5% | +$1.24K | 0.02% | 510 |
|
|
2023
Q3 | $216K | Buy |
+2,603
| New | +$216K | 0.02% | 503 |
|
|
2023
Q2 | – | Sell |
-2,515
| Closed | -$223K | – | 457 |
|
|
2023
Q1 | $223K | Buy |
2,515
+6
| +0.2% | +$533 | 0.02% | 471 |
|
|
2022
Q4 | $218K | Sell |
2,509
-689
| -22% | -$59.9K | 0.02% | 444 |
|
|
2022
Q3 | $269K | Buy |
3,198
+10
| +0.3% | +$841 | 0.02% | 430 |
|
|
2022
Q2 | $303K | Buy |
3,188
+615
| +24% | +$58.5K | 0.03% | 376 |
|
|
2022
Q1 | $301K | Buy |
2,573
+4
| +0.2% | +$468 | 0.03% | 402 |
|
|
2021
Q4 | $313K | Buy |
2,569
+476
| +23% | +$58K | 0.03% | 395 |
|
|
2021
Q3 | $220K | Buy |
2,093
+96
| +5% | +$10.1K | 0.02% | 449 |
|
|
2021
Q2 | $209K | Buy |
+1,997
| New | +$209K | 0.02% | 454 |
|
|
2020
Q2 | – | Sell |
-3,438
| Closed | -$248K | – | 396 |
|
|
2020
Q1 | $248K | Buy |
3,438
+29
| +0.9% | +$2.09K | 0.06% | 303 |
|
|
2019
Q4 | $347K | Buy |
3,409
+575
| +20% | +$58.5K | 0.06% | 289 |
|
|
2019
Q3 | $296K | Buy |
+2,834
| New | +$296K | 0.06% | 307 |
|