Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 405 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 401 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 416 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 383 |
|
|
2021
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 393 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 442 |
|
|
2019
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 577 |
|
|
2019
Q2 | $50K | Hold |
505
| – | – | 0.02% | 131 |
|
|
2019
Q1 | $50K | Sell |
505
-7,286
| -94% | -$721K | 0.02% | 131 |
|
|
2018
Q4 | $670K | Buy |
+7,791
| New | +$670K | 0.25% | 70 |
|