JWA
JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
3,370
+10
| +0.3% | +$965 | 0.02% | 253 |
|
|
2025
Q1 | $333K | Buy |
3,360
+7
| +0.2% | +$694 | 0.02% | 245 |
|
|
2024
Q4 | $331K | Buy |
3,353
+16
| +0.5% | +$1.58K | 0.02% | 237 |
|
|
2024
Q3 | $356K | Buy |
3,337
+528
| +19% | +$56.4K | 0.02% | 227 |
|
|
2024
Q2 | $261K | Buy |
2,809
+11
| +0.4% | +$1.02K | 0.02% | 211 |
|
|
2024
Q1 | $264K | Sell |
2,798
-468
| -14% | -$44.1K | 0.02% | 215 |
|
|
2023
Q4 | $311K | Buy |
3,266
+16
| +0.5% | +$1.53K | 0.03% | 184 |
|
|
2023
Q3 | $270K | Buy |
3,250
+11
| +0.3% | +$912 | 0.03% | 190 |
|
|
2023
Q2 | $293K | Buy |
3,239
+12
| +0.4% | +$1.09K | 0.03% | 180 |
|
|
2023
Q1 | $286K | Buy |
3,227
+9
| +0.3% | +$799 | 0.03% | 180 |
|
|
2022
Q4 | $280K | Sell |
3,218
-334
| -9% | -$29.1K | 0.03% | 188 |
|
|
2022
Q3 | $299K | Buy |
3,552
+12
| +0.3% | +$1.01K | 0.03% | 181 |
|
|
2022
Q2 | $337K | Sell |
3,540
-85
| -2% | -$8.09K | 0.04% | 164 |
|
|
2022
Q1 | $425K | Sell |
3,625
-113
| -3% | -$13.2K | 0.04% | 168 |
|
|
2021
Q4 | $457K | Sell |
3,738
-375
| -9% | -$45.8K | 0.04% | 163 |
|
|
2021
Q3 | $434K | Buy |
4,113
+11
| +0.3% | +$1.16K | 0.04% | 156 |
|
|
2021
Q2 | $430K | Buy |
4,102
+278
| +7% | +$29.1K | 0.06% | 125 |
|
|
2021
Q1 | $362K | Buy |
3,824
+13
| +0.3% | +$1.23K | 0.07% | 117 |
|
|
2020
Q4 | $330K | Buy |
3,811
+22
| +0.6% | +$1.91K | 0.07% | 117 |
|
|
2020
Q3 | $295K | Sell |
3,789
-138
| -4% | -$10.7K | 0.07% | 112 |
|
|
2020
Q2 | $306K | Buy |
3,927
+410
| +12% | +$31.9K | 0.08% | 111 |
|
|
2020
Q1 | $254K | Sell |
3,517
-170
| -5% | -$12.3K | 0.08% | 112 |
|
|
2019
Q4 | $376K | Sell |
3,687
-50
| -1% | -$5.1K | 0.09% | 103 |
|
|
2019
Q3 | $391K | Sell |
3,737
-358
| -9% | -$37.5K | 0.1% | 104 |
|
|
2019
Q2 | $405K | Sell |
4,095
-120
| -3% | -$11.9K | 0.1% | 103 |
|
|
2019
Q1 | $417K | Buy |
4,215
+43
| +1% | +$4.25K | 0.11% | 99 |
|
|
2018
Q4 | $359K | Sell |
4,172
-502
| -11% | -$43.2K | 0.1% | 105 |
|
|
2018
Q3 | $436K | Sell |
4,674
-33
| -0.7% | -$3.08K | 0.11% | 97 |
|
|
2018
Q2 | $442K | Buy |
4,707
+15
| +0.3% | +$1.41K | 0.12% | 93 |
|
|
2018
Q1 | $404K | Buy |
4,692
+10
| +0.2% | +$861 | 0.11% | 101 |
|
|
2017
Q4 | $439K | Sell |
4,682
-264
| -5% | -$24.8K | 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% | +$44.6K | 0.12% | 86 |
|
|
2016
Q3 | $431K | Buy |
4,427
+13
| +0.3% | +$1.27K | 0.12% | 86 |
|
|
2016
Q2 | $439K | Buy |
4,414
+14
| +0.3% | +$1.39K | 0.12% | 98 |
|
|
2016
Q1 | $419K | Buy |
4,400
+18
| +0.4% | +$1.71K | 0.12% | 89 |
|
|
2015
Q4 | $401K | Buy |
+4,382
| New | +$401K | 0.12% | 93 |
|