Jones Financial Companies’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
$105K Buy
1,100
+371
+51% +$35.6K ﹤0.01% 1920
2025
Q1
$71.7K Buy
729
+211
+41% +$20.7K ﹤0.01% 1917
2024
Q4
$51.2K Buy
518
+347
+203% +$34.3K ﹤0.01% 1869
2024
Q3
$18.1K Buy
171
+28
+20% +$2.96K ﹤0.01% 1985
2024
Q2
$13.3K Buy
+143
New +$13.3K ﹤0.01% 1668