Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-65
| Closed | -$6.09K | – | 622 |
|
|
2024
Q2 | $6.09K | Buy |
65
+1
| +2% | +$94 | ﹤0.01% | 474 |
|
|
2024
Q1 | $6.01K | Sell |
64
-57
| -47% | -$5.35K | ﹤0.01% | 481 |
|
|
2023
Q4 | $11.6K | Buy |
121
+2
| +2% | +$191 | ﹤0.01% | 374 |
|
|
2023
Q3 | $9.9K | Buy |
119
+9
| +8% | +$749 | ﹤0.01% | 371 |
|
|
2023
Q2 | $9.99K | Sell |
110
-1
| -0.9% | -$91 | ﹤0.01% | 364 |
|
|
2023
Q1 | $9.82K | Buy |
+111
| New | +$9.82K | 0.01% | 358 |
|
|
2022
Q4 | – | Hold |
0
| – | -$3 | – | 689 |
|
|
2022
Q3 | – | Sell |
-24
| Closed | -$2.24K | – | 701 |
|
|
2022
Q2 | $2.24K | Buy |
+24
| New | +$2.24K | ﹤0.01% | 490 |
|