JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $327K | Sell |
|
|||||
|
2025
Q2 | $325K | Buy |
|
|||||
|
2025
Q1 | $333K | Buy |
|
|||||
|
2024
Q4 | $331K | Buy |
|
|||||
|
2024
Q3 | $356K | Buy |
|
|||||
|
2024
Q2 | $261K | Buy |
|
|||||
|
2024
Q1 | $264K | Sell |
|
|||||
|
2023
Q4 | $311K | Buy |
|
|||||
|
2023
Q3 | $270K | Buy |
|
|||||
|
2023
Q2 | $293K | Buy |
|
|||||
|
2023
Q1 | $286K | Buy |
|
|||||
|
2022
Q4 | $280K | Sell |
|
|||||
|
2022
Q3 | $299K | Buy |
|
|||||
|
2022
Q2 | $337K | Sell |
|
|||||
|
2022
Q1 | $425K | Sell |
|
|||||
|
2021
Q4 | $457K | Sell |
|
|||||
|
2021
Q3 | $434K | Buy |
|
|||||
|
2021
Q2 | $430K | Buy |
|
|||||
|
2021
Q1 | $362K | Buy |
|
|||||
|
2020
Q4 | $330K | Buy |
|
|||||
|
2020
Q3 | $295K | Sell |
|
|||||
|
2020
Q2 | $306K | Buy |
|
|||||
|
2020
Q1 | $254K | Sell |
|
|||||
|
2019
Q4 | $376K | Sell |
|
|||||
|
2019
Q3 | $391K | Sell |
|
|||||
|
2019
Q2 | $405K | Sell |
|
|||||
|
2019
Q1 | $417K | Buy |
|
|||||
|
2018
Q4 | $359K | Sell |
|
|||||
|
2018
Q3 | $436K | Sell |
|
|||||
|
2018
Q2 | $442K | Buy |
|
|||||
|
2018
Q1 | $404K | Buy |
|
|||||
|
2017
Q4 | $439K | Sell |
|
|||||
|
2017
Q3 | $458K | Buy |
|
|||||
|
2017
Q2 | $459K | Buy |
|
|||||
|
2017
Q1 | $458K | Hold |
|
|||||
|
2016
Q4 | $458K | Buy |
|
|||||
|
2016
Q3 | $431K | Buy |
|
|||||
|
2016
Q2 | $439K | Buy |
|
|||||
|
2016
Q1 | $419K | Buy |
|
|||||
|
2015
Q4 | $401K | Buy |
|