Joel Isaacson & Co’s SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-500
| Closed | -$46K | – | 790 |
|
|
2015
Q4 | $46K | Hold |
500
| – | – | 0.01% | 340 |
|
|
2015
Q3 | $43K | Hold |
500
| – | – | 0.01% | 362 |
|
|
2015
Q2 | $42K | Hold |
500
| – | – | 0.01% | 383 |
|
|
2015
Q1 | $47K | Hold |
500
| – | – | 0.01% | 363 |
|
|
2014
Q4 | $45K | Buy |
500
+100
| +25% | +$9K | 0.01% | 340 |
|
|
2014
Q3 | $32K | Hold |
400
| – | – | 0.01% | 362 |
|
|
2014
Q2 | $33K | Hold |
400
| – | – | 0.01% | 350 |
|
|
2014
Q1 | $31K | Hold |
400
| – | – | 0.01% | 356 |
|
|
2013
Q4 | $29K | Hold |
400
| – | – | 0.01% | 336 |
|
|
2013
Q3 | $29K | Hold |
400
| – | – | 0.01% | 320 |
|
|
2013
Q2 | $30K | Buy |
+400
| New | +$30K | 0.01% | 280 |
|