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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $666K | Buy |
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|
2025
Q2 | $312K | Buy |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $324K | Buy |
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|
2024
Q3 | $314K | Buy |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $461K | Sell |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $479K | Hold |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $715K | Buy |
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|
2021
Q3 | $614K | Buy |
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|
2021
Q2 | $610K | Hold |
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|
2021
Q1 | $551K | Sell |
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|
2020
Q4 | $513K | Hold |
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|
2020
Q3 | $462K | Sell |
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|
2020
Q2 | $653K | Sell |
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|
2020
Q1 | $640K | Sell |
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|
2019
Q4 | $975K | Sell |
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|
2019
Q3 | $1.25M | Sell |
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|
2019
Q2 | $1.33M | Sell |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $1.33M | Sell |
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|
2018
Q3 | $1.81M | Sell |
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|
2018
Q2 | $2.11M | Sell |
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|
2018
Q1 | $2.49M | Sell |
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|
2017
Q4 | $4.12M | Buy |
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|
2017
Q3 | $3.89M | Sell |
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|
2017
Q2 | $4.32M | Sell |
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|
2017
Q1 | $4.32M | Buy |
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|
2016
Q4 | $2.32M | Buy |
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