Laurel Wealth Advisors (North Carolina)’s SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
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|
2025
Q1 | $46.3K | Hold |
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|
2024
Q4 | $46.2K | Sell |
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|
2024
Q3 | $60.5K | Hold |
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|
2024
Q2 | $52.8K | Hold |
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|
2024
Q1 | $53.4K | Hold |
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|
2023
Q4 | $54K | Hold |
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|
2023
Q3 | $47K | Hold |
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|
2023
Q2 | $51.3K | Hold |
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|
2023
Q1 | $50.3K | Hold |
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|
2022
Q4 | $49.4K | Hold |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $54K | Hold |
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|
2022
Q1 | $67K | Hold |
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|
2021
Q4 | $69K | Hold |
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|
2021
Q3 | $60K | Hold |
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|
2021
Q2 | $59K | Sell |
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|
2021
Q1 | $73K | Hold |
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|
2020
Q4 | $66K | Hold |
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|
2020
Q3 | $60K | Hold |
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|
2020
Q2 | $60K | Sell |
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|
2020
Q1 | $64K | Sell |
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|
2019
Q4 | $111K | Hold |
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|
2019
Q3 | $114K | Hold |
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|
2019
Q2 | $108K | Hold |
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|
2019
Q1 | $108K | Hold |
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|
2018
Q4 | $94K | Buy |
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