Investors Capital Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $285K | Buy |
2,866
+20
| +0.7% | +$1.99K | 0.05% | 461 |
|
|
2016
Q1 | $270K | Hold |
2,846
| – | – | 0.05% | 454 |
|
|
2015
Q4 | $260K | Hold |
2,846
| – | – | 0.05% | 489 |
|
|
2015
Q3 | $245K | Sell |
2,846
-543
| -16% | -$46.7K | 0.05% | 513 |
|
|
2015
Q2 | $286K | Sell |
3,389
-36
| -1% | -$3.04K | 0.05% | 492 |
|
|
2015
Q1 | $323K | Sell |
3,425
-346
| -9% | -$32.6K | 0.06% | 439 |
|
|
2014
Q4 | $342K | Sell |
3,771
-75
| -2% | -$6.8K | 0.07% | 396 |
|
|
2014
Q3 | $306K | Sell |
3,846
-167
| -4% | -$13.3K | 0.06% | 424 |
|
|
2014
Q2 | $333K | Sell |
4,013
-142
| -3% | -$11.8K | 0.05% | 451 |
|
|
2014
Q1 | $324K | Sell |
4,155
-620
| -13% | -$48.3K | 0.07% | 378 |
|
|
2013
Q4 | $340K | Sell |
4,775
-384
| -7% | -$27.3K | 0.08% | 348 |
|
|
2013
Q3 | $376K | Sell |
5,159
-207
| -4% | -$15.1K | 0.1% | 301 |
|
|
2013
Q2 | $407K | Buy |
+5,366
| New | +$407K | 0.12% | 236 |
|