Kingsview Wealth Management’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
Q4 | – | Sell |
-3,013
| Closed | -$322K | – | 1172 |
|
|
2024
Q3 | $322K | Hold |
3,013
| – | – | 0.01% | 865 |
|
|
2024
Q2 | $281K | Sell |
3,013
-72
| -2% | -$6.7K | 0.01% | 864 |
|
|
2024
Q1 | $291K | Buy |
3,085
+72
| +2% | +$6.79K | 0.01% | 826 |
|
|
2023
Q4 | $287K | Hold |
3,013
| – | – | 0.01% | 783 |
|
|
2023
Q3 | $250K | Hold |
3,013
| – | – | 0.01% | 814 |
|
|
2023
Q2 | $272K | Hold |
3,013
| – | – | 0.01% | 771 |
|
|
2023
Q1 | $267K | Hold |
3,013
| – | – | 0.01% | 749 |
|
|
2022
Q4 | $263K | Sell |
3,013
-1,000
| -25% | -$87.2K | 0.01% | 708 |
|
|
2022
Q3 | $338K | Hold |
4,013
| – | – | 0.02% | 605 |
|
|
2022
Q2 | $382K | Buy |
+4,013
| New | +$382K | 0.02% | 593 |
|