KMG Fiduciary Partners’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 | $469K | Buy |
4,859
+53
| +1% | +$5.11K | 0.03% | 233 |
|
|
2025
Q1 | $476K | Sell |
4,806
-126
| -3% | -$12.5K | 0.04% | 225 |
|
|
2024
Q4 | $488K | Buy |
4,932
+3
| +0.1% | +$297 | 0.04% | 216 |
|
|
2024
Q3 | $526K | Sell |
4,929
-186
| -4% | -$19.9K | 0.05% | 207 |
|
|
2024
Q2 | $476K | Buy |
5,115
+5
| +0.1% | +$466 | 0.05% | 187 |
|
|
2024
Q1 | $482K | Buy |
5,110
+4
| +0.1% | +$377 | 0.05% | 179 |
|
|
2023
Q4 | $487K | Buy |
5,106
+8
| +0.2% | +$763 | 0.06% | 179 |
|
|
2023
Q3 | $423K | Buy |
5,098
+261
| +5% | +$21.6K | 0.06% | 176 |
|
|
2023
Q2 | $437K | Buy |
4,837
+918
| +23% | +$83K | 0.06% | 180 |
|
|
2023
Q1 | $348K | Buy |
3,919
+1,510
| +63% | +$134K | 0.05% | 190 |
|
|
2022
Q4 | $210K | Buy |
+2,409
| New | +$210K | 0.03% | 221 |
|