Kestra Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
18,147
+13
| +0.1% | +$1.25K | 0.01% | 1146 |
|
|
2025
Q1 | $1.8M | Sell |
18,134
-913
| -5% | -$90.5K | 0.01% | 1035 |
|
|
2024
Q4 | $1.88M | Buy |
19,047
+415
| +2% | +$41K | 0.01% | 1033 |
|
|
2024
Q3 | $1.99M | Sell |
18,632
-1,540
| -8% | -$164K | 0.01% | 951 |
|
|
2024
Q2 | $1.88M | Buy |
20,172
+426
| +2% | +$39.7K | 0.01% | 986 |
|
|
2024
Q1 | $1.86M | Sell |
19,746
-1,351
| -6% | -$127K | 0.01% | 916 |
|
|
2023
Q4 | $2.01M | Buy |
21,097
+1,335
| +7% | +$127K | 0.02% | 785 |
|
|
2023
Q3 | $1.64M | Sell |
19,762
-724
| -4% | -$60K | 0.02% | 767 |
|
|
2023
Q2 | $1.85M | Sell |
20,486
-415
| -2% | -$37.5K | 0.02% | 699 |
|
|
2023
Q1 | $1.86M | Sell |
20,901
-4,389
| -17% | -$390K | 0.02% | 675 |
|
|
2022
Q4 | $2.2M | Buy |
25,290
+3,517
| +16% | +$307K | 0.02% | 708 |
|
|
2022
Q3 | $1.84M | Sell |
21,773
-2,150
| -9% | -$181K | 0.02% | 702 |
|
|
2022
Q2 | $2.28M | Buy |
23,923
+179
| +0.8% | +$17K | 0.02% | 628 |
|
|
2022
Q1 | $2.79M | Buy |
23,744
+4,719
| +25% | +$554K | 0.03% | 562 |
|
|
2021
Q4 | $2.32M | Sell |
19,025
-397
| -2% | -$48.5K | 0.02% | 632 |
|
|
2021
Q3 | $2.05M | Sell |
19,422
-194
| -1% | -$20.5K | 0.02% | 702 |
|
|
2021
Q2 | $2.06M | Buy |
19,616
+79
| +0.4% | +$8.29K | 0.02% | 640 |
|
|
2021
Q1 | $1.85M | Sell |
19,537
-1,803
| -8% | -$171K | 0.02% | 634 |
|
|
2020
Q4 | $1.83M | Buy |
21,340
+1,590
| +8% | +$136K | 0.02% | 625 |
|
|
2020
Q3 | $1.54M | Buy |
+19,750
| New | +$1.54M | 0.03% | 495 |
|