IFP Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Sell |
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|
2025
Q1 | $459K | Buy |
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|
2024
Q4 | $388K | Buy |
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|
2024
Q3 | $407K | Buy |
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|
2024
Q2 | $30.8K | Sell |
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|
2024
Q1 | $561K | Buy |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.14M | Hold |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $6.85M | Buy |
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|
2021
Q3 | $5.26M | Buy |
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|
2021
Q2 | $5.21M | Buy |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q4 | $160K | Buy |
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|
2020
Q3 | $110K | Buy |
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|
2020
Q2 | $90K | Sell |
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|
2020
Q1 | $135K | Sell |
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|
2019
Q4 | $386K | Sell |
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|
2019
Q3 | $1.29M | Buy |
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|
2019
Q1 | $20K | Sell |
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|
2018
Q4 | $74K | Buy |
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|
2018
Q3 | $71K | Buy |
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|
2018
Q2 | $62K | Sell |
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|
2018
Q1 | $82K | Hold |
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|
2017
Q4 | $82K | Sell |
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|
2017
Q3 | $100K | Sell |
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|
2017
Q2 | $192K | Buy |
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|
2017
Q1 | $190K | Sell |
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|
2016
Q4 | $260K | Sell |
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|
2016
Q3 | $314K | Buy |
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|
2016
Q2 | $310K | Buy |
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|
2016
Q1 | $20K | Sell |
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|
2015
Q4 | $101K | Buy |
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