Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-236
| Closed | -$22K | – | 676 |
|
|
2018
Q3 | $22K | Hold |
236
| – | – | 0.01% | 313 |
|
|
2018
Q2 | $22K | Hold |
236
| – | – | 0.01% | 284 |
|
|
2018
Q1 | $20K | Hold |
236
| – | – | 0.01% | 295 |
|
|
2017
Q4 | $22K | Hold |
236
| – | – | 0.01% | 305 |
|
|
2017
Q3 | $21K | Hold |
236
| – | – | 0.01% | 321 |
|
|
2017
Q2 | $22K | Buy |
+236
| New | +$22K | 0.01% | 297 |
|