Integrated Wealth Concepts’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 | $238K | Buy |
2,466
+404
| +20% | +$39K | ﹤0.01% | 1677 |
|
|
2025
Q1 | $204K | Sell |
2,062
-82
| -4% | -$8.13K | ﹤0.01% | 1609 |
|
|
2024
Q4 | $212K | Sell |
2,144
-1,480
| -41% | -$146K | ﹤0.01% | 1574 |
|
|
2024
Q3 | $387K | Sell |
3,624
-15
| -0.4% | -$1.6K | ﹤0.01% | 1200 |
|
|
2024
Q2 | $339K | Sell |
3,639
-1,770
| -33% | -$165K | ﹤0.01% | 1252 |
|
|
2024
Q1 | $510K | Buy |
5,409
+233
| +5% | +$22K | 0.01% | 1048 |
|
|
2023
Q4 | $493K | Buy |
+5,176
| New | +$493K | 0.01% | 1006 |
|