JFS Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

JFS Wealth Advisors’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$314K	Buy	2,776 +10	+0.4%	+$1.09K	0.02%	287
2026 Q1	$279K	Sell	2,766 -513	-16%	-$52.9K	0.02%	284
2025 Q4	$322K	Buy	3,279 +14	+0.4%	+$1.4K	0.02%	265
2025 Q3	$327K	Sell	3,265 -105	-3%	-$10.3K	0.02%	270
2025 Q2	$325K	Buy	3,370 +10	+0.3%	+$960	0.02%	253
2025 Q1	$333K	Buy	3,360 +7	+0.2%	+$699	0.02%	245
2024 Q4	$331K	Buy	3,353 +16	+0.5%	+$1.67K	0.02%	237
2024 Q3	$356K	Buy	3,337 +528	+19%	+$53.4K	0.02%	227
2024 Q2	$261K	Buy	2,809 +11	+0.4%	+$998	0.02%	211
2024 Q1	$264K	Sell	2,798 -468	-14%	-$43.5K	0.02%	215
2023 Q4	$311K	Buy	3,266 +16	+0.5%	+$1.38K	0.03%	184
2023 Q3	$270K	Buy	3,250 +11	+0.3%	+$989	0.03%	190
2023 Q2	$293K	Buy	3,239 +12	+0.4%	+$1.06K	0.03%	180
2023 Q1	$286K	Buy	3,227 +9	+0.3%	+$822	0.03%	180
2022 Q4	$280K	Sell	3,218 -334	-9%	-$29.3K	0.03%	188
2022 Q3	$299K	Buy	3,552 +12	+0.3%	+$1.17K	0.03%	181
2022 Q2	$337K	Sell	3,540 -85	-2%	-$8.99K	0.04%	164
2022 Q1	$425K	Sell	3,625 -113	-3%	-$12.9K	0.04%	168
2021 Q4	$457K	Sell	3,738 -375	-9%	-$43.2K	0.04%	163
2021 Q3	$434K	Buy	4,113 +11	+0.3%	+$1.21K	0.04%	156
2021 Q2	$430K	Buy	4,102 +278	+7%	+$28.5K	0.06%	125
2021 Q1	$362K	Buy	3,824 +13	+0.3%	+$1.18K	0.07%	117
2020 Q4	$330K	Buy	3,811 +22	+0.6%	+$1.84K	0.07%	117
2020 Q3	$295K	Sell	3,789 -138	-4%	-$11K	0.07%	112
2020 Q2	$306K	Buy	3,927 +410	+12%	+$31.4K	0.08%	111
2020 Q1	$254K	Sell	3,517 -170	-5%	-$16.1K	0.08%	112
2019 Q4	$376K	Sell	3,687 -50	-1%	-$5.17K	0.09%	103
2019 Q3	$391K	Sell	3,737 -358	-9%	-$36.5K	0.1%	104
2019 Q2	$405K	Sell	4,095 -120	-3%	-$11.9K	0.1%	103
2019 Q1	$417K	Buy	4,215 +43	+1%	+$4.08K	0.11%	99
2018 Q4	$359K	Sell	4,172 -502	-11%	-$45.9K	0.1%	105
2018 Q3	$436K	Sell	4,674 -33	-0.7%	-$3.13K	0.11%	97
2018 Q2	$442K	Buy	4,707 +15	+0.3%	+$1.33K	0.12%	93
2018 Q1	$404K	Buy	4,692 +10	+0.2%	+$867	0.11%	101
2017 Q4	$439K	Sell	4,682 -264	-5%	-$24.7K	0.11%	96
2017 Q3	$458K	Buy	4,946 +15	+0.3%	+$1.39K	0.12%	89
2017 Q2	$459K	Buy	4,931 +26	+0.5%	+$2.42K	0.13%	77
2017 Q1	$458K	Hold	4,905	–	–	0.12%	86
2016 Q4	$458K	Buy	4,905 +478	+11%	+$43.8K	0.12%	86
2016 Q3	$431K	Buy	4,427 +13	+0.3%	+$1.3K	0.12%	86
2016 Q2	$439K	Buy	4,414 +14	+0.3%	+$1.33K	0.12%	98
2016 Q1	$419K	Buy	4,400 +18	+0.4%	+$1.6K	0.12%	89
2015 Q4	$401K	Buy	+4,382	New	+$396K	0.12%	93