Laurel Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-405
| Closed | -$35.3K | – | 167 |
|
|
2022
Q4 | $35.3K | Hold |
405
| – | – | 0.02% | 112 |
|
|
2022
Q3 | $34K | Hold |
405
| – | – | 0.03% | 109 |
|
|
2022
Q2 | $39K | Hold |
405
| – | – | 0.03% | 113 |
|
|
2022
Q1 | $48K | Hold |
405
| – | – | 0.03% | 123 |
|
|
2021
Q4 | $49K | Hold |
405
| – | – | 0.04% | 89 |
|
|
2021
Q3 | $43K | Buy |
+405
| New | +$43K | 0.03% | 91 |
|