J.P. Morgan Private Wealth Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $256K | Sell |
3,081
-2,803
| -48% | -$232K | ﹤0.01% | 1545 |
|
|
2023
Q2 | $532K | Sell |
5,884
-2,527
| -30% | -$229K | ﹤0.01% | 1007 |
|
|
2023
Q1 | $747K | Sell |
8,411
-412
| -5% | -$36.6K | ﹤0.01% | 1307 |
|
|
2022
Q4 | $769K | Sell |
8,823
-1,320
| -13% | -$115K | ﹤0.01% | 1277 |
|
|
2022
Q3 | $855K | Buy |
10,143
+1,759
| +21% | +$148K | ﹤0.01% | 1217 |
|
|
2022
Q2 | $797K | Buy |
8,384
+3,015
| +56% | +$287K | ﹤0.01% | 1249 |
|
|
2022
Q1 | $630K | Buy |
5,369
+225
| +4% | +$26.4K | ﹤0.01% | 1428 |
|
|
2021
Q4 | $628K | Buy |
5,144
+146
| +3% | +$17.8K | ﹤0.01% | 1460 |
|
|
2021
Q3 | $527K | Buy |
4,998
+625
| +14% | +$65.9K | ﹤0.01% | 1479 |
|
|
2021
Q2 | $459K | Buy |
4,373
+1,037
| +31% | +$109K | ﹤0.01% | 1509 |
|
|
2021
Q1 | $316K | Buy |
3,336
+11
| +0.3% | +$1.04K | ﹤0.01% | 1509 |
|
|
2020
Q4 | $288K | Sell |
3,325
-304
| -8% | -$26.3K | ﹤0.01% | 1513 |
|
|
2020
Q3 | $283K | Sell |
3,629
-137
| -4% | -$10.7K | ﹤0.01% | 1386 |
|
|
2020
Q2 | $294K | Sell |
3,766
-857
| -19% | -$66.9K | ﹤0.01% | 1312 |
|
|
2020
Q1 | $334K | Sell |
4,623
-1,414
| -23% | -$102K | ﹤0.01% | 1091 |
|
|
2019
Q4 | $616K | Buy |
6,037
+353
| +6% | +$36K | ﹤0.01% | 968 |
|
|
2019
Q3 | $594K | Buy |
5,684
+552
| +11% | +$57.7K | ﹤0.01% | 938 |
|
|
2019
Q2 | $507K | Sell |
5,132
-29
| -0.6% | -$2.87K | ﹤0.01% | 982 |
|
|
2019
Q1 | $511K | Hold |
5,161
| – | – | ﹤0.01% | 1031 |
|
|
2018
Q4 | $444K | Buy |
5,161
+105
| +2% | +$9.03K | ﹤0.01% | 1011 |
|
|
2018
Q3 | $471K | Sell |
5,056
-203
| -4% | -$18.9K | ﹤0.01% | 1097 |
|
|
2018
Q2 | $494K | Buy |
+5,259
| New | +$494K | ﹤0.01% | 1012 |
|
|
2016
Q4 | – | Sell |
-3,800
| Closed | -$370K | – | 1293 |
|
|
2016
Q3 | $370K | Buy |
+3,800
| New | +$370K | ﹤0.01% | 901 |
|