James Investment Research’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-210
| Closed | -$15K | – | 484 |
|
|
2020
Q1 | $15K | Sell |
210
-50
| -19% | -$4.73K | ﹤0.01% | 372 |
|
|
2019
Q4 | $27K | Hold |
260
| – | – | ﹤0.01% | 423 |
|
|
2019
Q3 | $27K | Hold |
260
| – | – | ﹤0.01% | 463 |
|
|
2019
Q2 | $26K | Hold |
260
| – | – | ﹤0.01% | 546 |
|
|
2019
Q1 | $26K | Hold |
260
| – | – | ﹤0.01% | 686 |
|
|
2018
Q4 | $22K | Hold |
260
| – | – | ﹤0.01% | 698 |
|
|
2018
Q3 | $24K | Hold |
260
| – | – | ﹤0.01% | 732 |
|
|
2018
Q2 | $24K | Hold |
260
| – | – | ﹤0.01% | 730 |
|
|
2018
Q1 | $22K | Hold |
260
| – | – | ﹤0.01% | 725 |
|
|
2017
Q4 | $24K | Hold |
260
| – | – | ﹤0.01% | 707 |
|
|
2017
Q3 | $24K | Hold |
260
| – | – | ﹤0.01% | 683 |
|
|
2017
Q2 | $24K | Hold |
260
| – | – | ﹤0.01% | 656 |
|
|
2017
Q1 | $24K | Hold |
260
| – | – | ﹤0.01% | 588 |
|
|
2016
Q4 | $24K | Hold |
260
| – | – | ﹤0.01% | 462 |
|
|
2016
Q3 | $25K | Hold |
260
| – | – | ﹤0.01% | 452 |
|
|
2016
Q2 | $26K | Hold |
260
| – | – | ﹤0.01% | 402 |
|
|
2016
Q1 | $25K | Hold |
260
| – | – | ﹤0.01% | 388 |
|
|
2015
Q4 | $24K | Hold |
260
| – | – | ﹤0.01% | 400 |
|
|
2015
Q3 | $22K | Hold |
260
| – | – | ﹤0.01% | 396 |
|
|
2015
Q2 | $22K | Hold |
260
| – | – | ﹤0.01% | 424 |
|
|
2015
Q1 | $25K | Hold |
260
| – | – | ﹤0.01% | 426 |
|
|
2014
Q4 | $24K | Hold |
260
| – | – | ﹤0.01% | 428 |
|
|
2014
Q3 | $21K | Hold |
260
| – | – | ﹤0.01% | 442 |
|
|
2014
Q2 | $22K | Hold |
260
| – | – | ﹤0.01% | 431 |
|
|
2014
Q1 | $20K | Hold |
260
| – | – | ﹤0.01% | 439 |
|
|
2013
Q4 | $19K | Hold |
260
| – | – | ﹤0.01% | 436 |
|
|
2013
Q3 | $19K | Buy |
+260
| New | +$19.5K | ﹤0.01% | 436 |
|