LWANC
Laurel Wealth Advisors (North Carolina)’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
43,109
+42,642
| +9,131% | +$442K | 0.01% | 347 |
|
|
2025
Q1 | $46.3K | Hold |
467
| – | – | 0.01% | 321 |
|
|
2024
Q4 | $46.2K | Sell |
467
-100
| -18% | -$9.89K | 0.01% | 321 |
|
|
2024
Q3 | $60.5K | Hold |
567
| – | – | 0.01% | 288 |
|
|
2024
Q2 | $52.8K | Hold |
567
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $53.4K | Hold |
567
| – | – | 0.01% | 287 |
|
|
2023
Q4 | $54K | Hold |
567
| – | – | 0.01% | 273 |
|
|
2023
Q3 | $47K | Hold |
567
| – | – | 0.01% | 277 |
|
|
2023
Q2 | $51.3K | Hold |
567
| – | – | 0.01% | 278 |
|
|
2023
Q1 | $50.3K | Hold |
567
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $49.4K | Hold |
567
| – | – | 0.01% | 255 |
|
|
2022
Q3 | $48K | Hold |
567
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $54K | Hold |
567
| – | – | 0.01% | 249 |
|
|
2022
Q1 | $67K | Hold |
567
| – | – | 0.01% | 254 |
|
|
2021
Q4 | $69K | Hold |
567
| – | – | 0.01% | 245 |
|
|
2021
Q3 | $60K | Hold |
567
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $59K | Sell |
567
-200
| -26% | -$20.8K | 0.01% | 260 |
|
|
2021
Q1 | $73K | Hold |
767
| – | – | 0.02% | 231 |
|
|
2020
Q4 | $66K | Hold |
767
| – | – | 0.02% | 235 |
|
|
2020
Q3 | $60K | Hold |
767
| – | – | 0.02% | 222 |
|
|
2020
Q2 | $60K | Sell |
767
-125
| -14% | -$9.78K | 0.02% | 219 |
|
|
2020
Q1 | $64K | Sell |
892
-200
| -18% | -$14.4K | 0.02% | 199 |
|
|
2019
Q4 | $111K | Hold |
1,092
| – | – | 0.03% | 173 |
|
|
2019
Q3 | $114K | Hold |
1,092
| – | – | 0.04% | 171 |
|
|
2019
Q2 | $108K | Hold |
1,092
| – | – | 0.04% | 173 |
|
|
2019
Q1 | $108K | Hold |
1,092
| – | – | 0.04% | 170 |
|
|
2018
Q4 | $94K | Buy |
+1,092
| New | +$94K | 0.04% | 166 |
|