Larson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Buy |
116
+1
| +0.9% | +$97 | ﹤0.01% | 1747 |
|
|
2025
Q1 | $11.4K | Buy |
115
+1
| +0.9% | +$99 | ﹤0.01% | 1574 |
|
|
2024
Q4 | $11.3K | Buy |
114
+1
| +0.9% | +$99 | ﹤0.01% | 1435 |
|
|
2024
Q3 | $12K | Buy |
113
+1
| +0.9% | +$106 | ﹤0.01% | 1394 |
|
|
2024
Q2 | $10.4K | Hold |
112
| – | – | ﹤0.01% | 1249 |
|
|
2024
Q1 | $10.5K | Sell |
112
-12
| -10% | -$1.13K | ﹤0.01% | 1027 |
|
|
2023
Q4 | $11.8K | Buy |
124
+2
| +2% | +$190 | ﹤0.01% | 970 |
|
|
2023
Q3 | $10.1K | Buy |
122
+1
| +0.8% | +$83 | ﹤0.01% | 992 |
|
|
2023
Q2 | $11K | Buy |
121
+1
| +0.8% | +$91 | ﹤0.01% | 907 |
|
|
2023
Q1 | $10.7K | Buy |
120
+1
| +0.8% | +$89 | ﹤0.01% | 908 |
|
|
2022
Q4 | $10.4K | Buy |
119
+1
| +0.8% | +$87 | ﹤0.01% | 846 |
|
|
2022
Q3 | $10K | Buy |
118
+1
| +0.9% | +$85 | ﹤0.01% | 797 |
|
|
2022
Q2 | $11K | Buy |
117
+1
| +0.9% | +$94 | ﹤0.01% | 703 |
|
|
2022
Q1 | $14K | Hold |
116
| – | – | ﹤0.01% | 587 |
|
|
2021
Q4 | $14K | Buy |
116
+1
| +0.9% | +$121 | ﹤0.01% | 611 |
|
|
2021
Q3 | $12K | Buy |
115
+1
| +0.9% | +$104 | ﹤0.01% | 562 |
|
|
2021
Q2 | $12K | Buy |
114
+1
| +0.9% | +$105 | ﹤0.01% | 523 |
|
|
2021
Q1 | $11K | Hold |
113
| – | – | ﹤0.01% | 528 |
|
|
2020
Q4 | $10K | Buy |
113
+2
| +2% | +$177 | ﹤0.01% | 499 |
|
|
2020
Q3 | $9K | Buy |
111
+1
| +0.9% | +$81 | ﹤0.01% | 456 |
|
|
2020
Q2 | $9K | Buy |
110
+1
| +0.9% | +$82 | ﹤0.01% | 418 |
|
|
2020
Q1 | $8K | Hold |
109
| – | – | 0.01% | 319 |
|
|
2019
Q4 | $11K | Buy |
109
+1
| +0.9% | +$101 | 0.01% | 291 |
|
|
2019
Q3 | $11K | Buy |
108
+1
| +0.9% | +$102 | 0.01% | 297 |
|
|
2019
Q2 | $11K | Buy |
107
+1
| +0.9% | +$103 | 0.01% | 242 |
|
|
2019
Q1 | $10K | Buy |
106
+1
| +1% | +$94 | 0.01% | 237 |
|
|
2018
Q4 | $9K | Buy |
+105
| New | +$9K | 0.01% | 232 |
|