LA
Legacy Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-795
| Closed | -$79K | – | 289 |
|
2019
Q2 | $79K | Hold |
795
| – | – | 0.05% | 174 |
|
2019
Q1 | $79K | Buy |
+795
| New | +$79K | 0.03% | 175 |
|
2018
Q4 | – | Sell |
-795
| Closed | -$74K | – | 338 |
|
2018
Q3 | $74K | Hold |
795
| – | – | 0.04% | 198 |
|
2018
Q2 | $75K | Sell |
795
-830
| -51% | -$78.3K | 0.06% | 153 |
|
2018
Q1 | $139K | Buy |
+1,625
| New | +$139K | 0.1% | 104 |
|