Key Financial Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $576K | Sell |
|
|||||
|
2025
Q2 | $601K | Sell |
|
|||||
|
2025
Q1 | $633K | Buy |
|
|||||
|
2024
Q4 | $616K | Hold |
|
|||||
|
2024
Q3 | $665K | Hold |
|
|||||
|
2024
Q2 | $580K | Hold |
|
|||||
|
2024
Q1 | $587K | Sell |
|
|||||
|
2023
Q4 | $620K | Hold |
|
|||||
|
2023
Q3 | $539K | Hold |
|
|||||
|
2023
Q2 | $588K | Hold |
|
|||||
|
2023
Q1 | $577K | Hold |
|
|||||
|
2022
Q4 | $548K | Hold |
|
|||||
|
2022
Q3 | $548K | Sell |
|
|||||
|
2022
Q2 | $630K | Buy |
|
|||||
|
2022
Q1 | $547K | Sell |
|
|||||
|
2021
Q4 | $604K | Sell |
|
|||||
|
2021
Q3 | $533K | Hold |
|
|||||
|
2021
Q2 | $558K | Hold |
|
|||||
|
2021
Q1 | $479K | Hold |
|
|||||
|
2020
Q4 | $438K | Hold |
|
|||||
|
2020
Q3 | $394K | Hold |
|
|||||
|
2020
Q2 | $391K | Sell |
|
|||||
|
2020
Q1 | $484K | Buy |
|