Lake Street Advisors Group’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
Q1 | – | Sell |
-7,942
| Closed | -$757K | – | 674 |
|
|
2023
Q4 | $757K | Buy |
+7,942
| New | +$757K | 0.04% | 259 |
|
|
2018
Q3 | – | Sell |
-6,632
| Closed | -$623K | – | 296 |
|
|
2018
Q2 | $623K | Buy |
6,632
+61
| +0.9% | +$5.73K | 0.06% | 126 |
|
|
2018
Q1 | $566K | Buy |
6,571
+40
| +0.6% | +$3.45K | 0.06% | 121 |
|
|
2017
Q4 | $612K | Buy |
+6,531
| New | +$612K | 0.07% | 115 |
|