Lee Financial’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $980K | Buy |
9,707
+2,171
| +29% | +$224K | 0.14% | 74 |
|
|
2025
Q4 | $740K | Buy |
7,536
+896
| +13% | +$89.3K | 0.1% | 90 |
|
|
2025
Q3 | $666K | Buy |
6,640
+3,405
| +105% | +$334K | 0.08% | 108 |
|
|
2025
Q2 | $312K | Buy |
3,235
+508
| +19% | +$48.8K | 0.04% | 117 |
|
|
2025
Q1 | $270K | Sell |
2,727
-553
| -17% | -$55.2K | 0.04% | 128 |
|
|
2024
Q4 | $324K | Buy |
3,280
+339
| +12% | +$35.3K | 0.05% | 140 |
|
|
2024
Q3 | $314K | Buy |
2,941
+639
| +28% | +$64.7K | 0.04% | 144 |
|
|
2024
Q2 | $214K | Sell |
2,302
-2,722
| -54% | -$247K | 0.03% | 136 |
|
|
2024
Q1 | $474K | Sell |
5,024
-402
| -7% | -$37.4K | 0.08% | 98 |
|
|
2023
Q4 | $517K | Sell |
5,426
-78
| -1% | -$6.71K | 0.09% | 93 |
|
|
2023
Q3 | $457K | Buy |
5,504
+342
| +7% | +$30.7K | 0.09% | 87 |
|
|
2023
Q2 | $467K | Sell |
5,162
-35
| -0.7% | -$3.09K | 0.08% | 88 |
|
|
2023
Q1 | $461K | Sell |
5,197
-311
| -6% | -$28.4K | 0.08% | 88 |
|
|
2022
Q4 | $480K | Sell |
5,508
-175
| -3% | -$15.3K | 0.08% | 98 |
|
|
2022
Q3 | $479K | Hold |
5,683
| – | – | 0.09% | 92 |
|
|
2022
Q2 | $540K | Sell |
5,683
-255
| -4% | -$27K | 0.1% | 89 |
|
|
2022
Q1 | $697K | Buy |
5,938
+85
| +1% | +$9.68K | 0.12% | 80 |
|
|
2021
Q4 | $715K | Buy |
5,853
+25
| +0.4% | +$2.88K | 0.13% | 77 |
|
|
2021
Q3 | $614K | Buy |
5,828
+9
| +0.2% | +$986 | 0.13% | 84 |
|
|
2021
Q2 | $610K | Hold |
5,819
| – | – | 0.13% | 84 |
|
|
2021
Q1 | $551K | Sell |
5,819
-100
| -2% | -$9.05K | 0.13% | 86 |
|
|
2020
Q4 | $513K | Hold |
5,919
| – | – | 0.13% | 81 |
|
|
2020
Q3 | $462K | Sell |
5,919
-2,450
| -29% | -$195K | 0.13% | 84 |
|
|
2020
Q2 | $653K | Sell |
8,369
-501
| -6% | -$38.4K | 0.18% | 75 |
|
|
2020
Q1 | $640K | Sell |
8,870
-684
| -7% | -$64.7K | 0.21% | 63 |
|
|
2019
Q4 | $975K | Sell |
9,554
-2,405
| -20% | -$249K | 0.21% | 65 |
|
|
2019
Q3 | $1.25M | Sell |
11,959
-1,495
| -11% | -$152K | 0.28% | 51 |
|
|
2019
Q2 | $1.33M | Sell |
13,454
-100
| -0.7% | -$9.93K | 0.3% | 46 |
|
|
2019
Q1 | $1.34M | Sell |
13,554
-1,876
| -12% | -$178K | 0.31% | 43 |
|
|
2018
Q4 | $1.33M | Sell |
15,430
-3,934
| -20% | -$360K | 0.36% | 40 |
|
|
2018
Q3 | $1.81M | Sell |
19,364
-3,105
| -14% | -$295K | 0.44% | 30 |
|
|
2018
Q2 | $2.11M | Sell |
22,469
-6,456
| -22% | -$574K | 0.5% | 30 |
|
|
2018
Q1 | $2.49M | Sell |
28,925
-15,070
| -34% | -$1.31M | 0.63% | 25 |
|
|
2017
Q4 | $4.12M | Buy |
43,995
+1,977
| +5% | +$185K | 1.2% | 15 |
|
|
2017
Q3 | $3.89M | Sell |
42,018
-4,430
| -10% | -$412K | 1.25% | 16 |
|
|
2017
Q2 | $4.32M | Sell |
46,448
-410
| -0.9% | -$38.1K | 1.59% | 11 |
|
|
2017
Q1 | $4.32M | Buy |
46,858
+21,994
| +88% | +$2.05M | 1.72% | 11 |
|
|
2016
Q4 | $2.32M | Buy |
+24,864
| New | +$2.28M | 1.3% | 14 |
|
Other funds holding RWR
MSA
