Johnson Financial Group Inc (Wisconsin)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-165
| Closed | -$16.4K | – | 873 |
|
|
2025
Q1 | $16.4K | Hold |
165
| – | – | ﹤0.01% | 732 |
|
|
2024
Q4 | $16.5K | Hold |
165
| – | – | ﹤0.01% | 606 |
|
|
2024
Q3 | $17.6K | Hold |
165
| – | – | ﹤0.01% | 609 |
|
|
2024
Q2 | $15.4K | Hold |
165
| – | – | ﹤0.01% | 537 |
|
|
2024
Q1 | $15.6K | Hold |
165
| – | – | ﹤0.01% | 516 |
|
|
2023
Q4 | $15.7K | Hold |
165
| – | – | ﹤0.01% | 597 |
|
|
2023
Q3 | $13.7K | Hold |
165
| – | – | ﹤0.01% | 511 |
|
|
2023
Q2 | $14.9K | Hold |
165
| – | – | ﹤0.01% | 516 |
|
|
2023
Q1 | $14.6K | Sell |
165
-10
| -6% | -$888 | ﹤0.01% | 502 |
|
|
2022
Q4 | $15.3K | Hold |
175
| – | – | ﹤0.01% | 461 |
|
|
2022
Q3 | $15K | Buy |
+175
| New | +$15K | ﹤0.01% | 469 |
|
|
2019
Q1 | – | Sell |
-325
| Closed | -$28K | – | 551 |
|
|
2018
Q4 | $28K | Sell |
325
-68
| -17% | -$5.86K | ﹤0.01% | 355 |
|
|
2018
Q3 | $37K | Hold |
393
| – | – | ﹤0.01% | 348 |
|
|
2018
Q2 | $37K | Hold |
393
| – | – | ﹤0.01% | 355 |
|
|
2018
Q1 | $34K | Hold |
393
| – | – | ﹤0.01% | 369 |
|
|
2017
Q4 | $37K | Sell |
393
-115
| -23% | -$10.8K | ﹤0.01% | 384 |
|
|
2017
Q3 | $47K | Hold |
508
| – | – | 0.01% | 348 |
|
|
2017
Q2 | $48K | Hold |
508
| – | – | 0.01% | 365 |
|
|
2017
Q1 | $47K | Sell |
508
-4,825
| -90% | -$446K | 0.01% | 404 |
|
|
2016
Q4 | $498K | Sell |
5,333
-2,090
| -28% | -$195K | 0.07% | 203 |
|
|
2016
Q3 | $723K | Buy |
7,423
+4,568
| +160% | +$445K | 0.1% | 169 |
|
|
2016
Q2 | $284K | Buy |
2,855
+2,382
| +504% | +$237K | 0.04% | 244 |
|
|
2016
Q1 | $45K | Hold |
473
| – | – | 0.01% | 395 |
|
|
2015
Q4 | $43K | Hold |
473
| – | – | 0.01% | 402 |
|
|
2015
Q3 | $41K | Sell |
473
-20
| -4% | -$1.73K | 0.01% | 500 |
|
|
2015
Q2 | $42K | Hold |
493
| – | – | 0.01% | 516 |
|
|
2015
Q1 | $47K | Sell |
493
-112
| -19% | -$10.7K | 0.01% | 520 |
|
|
2014
Q4 | $55K | Hold |
605
| – | – | 0.01% | 477 |
|
|
2014
Q3 | $48K | Hold |
605
| – | – | 0.01% | 450 |
|
|
2014
Q2 | $50K | Hold |
605
| – | – | 0.01% | 455 |
|
|
2014
Q1 | $47K | Buy |
605
+130
| +27% | +$10.1K | 0.01% | 394 |
|
|
2013
Q4 | $34K | Buy |
475
+225
| +90% | +$16.1K | 0.01% | 440 |
|
|
2013
Q3 | $18K | Hold |
250
| – | – | 0.01% | 512 |
|
|
2013
Q2 | $19K | Buy |
+250
| New | +$19K | 0.01% | 520 |
|