JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $532K | Sell |
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|
2023
Q1 | $747K | Sell |
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|
2022
Q4 | $769K | Sell |
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|
2022
Q3 | $855K | Buy |
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|
2022
Q2 | $797K | Buy |
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|
2022
Q1 | $630K | Buy |
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|
2021
Q4 | $628K | Buy |
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|
2021
Q3 | $527K | Buy |
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|
2021
Q2 | $459K | Buy |
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|
2021
Q1 | $316K | Buy |
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|
2020
Q4 | $288K | Sell |
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|
2020
Q3 | $283K | Sell |
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|
2020
Q2 | $294K | Sell |
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|
2020
Q1 | $334K | Sell |
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|
2019
Q4 | $616K | Buy |
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|
2019
Q3 | $594K | Buy |
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|
2019
Q2 | $507K | Sell |
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|
2019
Q1 | $511K | Hold |
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|
2018
Q4 | $444K | Buy |
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|
2018
Q3 | $471K | Sell |
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|
2018
Q2 | $494K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $370K | Buy |
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