Kohmann Bosshard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Hold |
5,727
| – | – | 0.06% | 108 |
|
|
2025
Q1 | $568K | Sell |
5,727
-28
| -0.5% | -$2.78K | 0.07% | 113 |
|
|
2024
Q4 | $569K | Sell |
5,755
-360
| -6% | -$35.6K | 0.07% | 106 |
|
|
2024
Q3 | $653K | Hold |
6,115
| – | – | 0.08% | 97 |
|
|
2024
Q2 | $569K | Sell |
6,115
-30
| -0.5% | -$2.79K | 0.08% | 102 |
|
|
2024
Q1 | $579K | Hold |
6,145
| – | – | 0.08% | 102 |
|
|
2023
Q4 | $586K | Sell |
6,145
-35
| -0.6% | -$3.34K | 0.09% | 97 |
|
|
2023
Q3 | $513K | Hold |
6,180
| – | – | 0.09% | 99 |
|
|
2023
Q2 | $559K | Buy |
6,180
+312
| +5% | +$28.2K | 0.1% | 93 |
|
|
2023
Q1 | $521K | Sell |
5,868
-40
| -0.7% | -$3.55K | 0.1% | 86 |
|
|
2022
Q4 | $515K | Hold |
5,908
| – | – | 0.1% | 85 |
|
|
2022
Q3 | $498K | Sell |
5,908
-318
| -5% | -$26.8K | 0.11% | 77 |
|
|
2022
Q2 | $592K | Sell |
6,226
-135
| -2% | -$12.8K | 0.13% | 70 |
|
|
2022
Q1 | $746K | Hold |
6,361
| – | – | 0.15% | 62 |
|
|
2021
Q4 | $777K | Hold |
6,361
| – | – | 0.16% | 59 |
|
|
2021
Q3 | $671K | Sell |
6,361
-123
| -2% | -$13K | 0.15% | 61 |
|
|
2021
Q2 | $680K | Hold |
6,484
| – | – | 0.16% | 57 |
|
|
2021
Q1 | $614K | Hold |
6,484
| – | – | 0.17% | 60 |
|
|
2020
Q4 | $562K | Hold |
6,484
| – | – | 0.18% | 60 |
|
|
2020
Q3 | $506K | Sell |
6,484
-628
| -9% | -$49K | 0.18% | 60 |
|
|
2020
Q2 | $555K | Sell |
7,112
-732
| -9% | -$57.1K | 0.21% | 55 |
|
|
2020
Q1 | $566K | Sell |
7,844
-20
| -0.3% | -$1.44K | 0.25% | 53 |
|
|
2019
Q4 | $802K | Buy |
7,864
+84
| +1% | +$8.57K | 0.3% | 42 |
|
|
2019
Q3 | $814K | Sell |
7,780
-20
| -0.3% | -$2.09K | 0.32% | 40 |
|
|
2019
Q2 | $771K | Sell |
7,800
-8
| -0.1% | -$791 | 0.32% | 41 |
|
|
2019
Q1 | $772K | Sell |
7,808
-55
| -0.7% | -$5.44K | 0.36% | 41 |
|
|
2018
Q4 | $676K | Sell |
7,863
-35
| -0.4% | -$3.01K | 0.37% | 44 |
|
|
2018
Q3 | $736K | Buy |
7,898
+587
| +8% | +$54.7K | 0.36% | 37 |
|
|
2018
Q2 | $687K | Sell |
7,311
-125
| -2% | -$11.7K | 0.39% | 35 |
|
|
2018
Q1 | $641K | Hold |
7,436
| – | – | 0.38% | 36 |
|
|
2017
Q4 | $697K | Hold |
7,436
| – | – | 0.45% | 35 |
|
|
2017
Q3 | $688K | Buy |
+7,436
| New | +$688K | 0.48% | 37 |
|
|
2017
Q1 | $744K | Buy |
8,064
+93
| +1% | +$8.58K | 0.63% | 34 |
|
|
2016
Q4 | $743K | Buy |
+7,971
| New | +$743K | 0.69% | 34 |
|