LGT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41K | Hold |
425
| – | – | 0.1% | 111 |
|
|
2025
Q1 | $42.1K | Buy |
425
+324
| +321% | +$32.1K | 0.13% | 109 |
|
|
2024
Q4 | $9.98K | Buy |
101
+2
| +2% | +$198 | 0.02% | 433 |
|
|
2024
Q3 | $10.6K | Hold |
99
| – | – | 0.03% | 407 |
|
|
2024
Q2 | $9.19K | Buy |
99
+1
| +1% | +$93 | 0.02% | 490 |
|
|
2024
Q1 | $9.21K | Sell |
98
-140
| -59% | -$13.2K | 0.01% | 511 |
|
|
2023
Q4 | $22.7K | Buy |
238
+3
| +1% | +$286 | 0.03% | 328 |
|
|
2023
Q3 | $19.5K | Buy |
235
+2
| +0.9% | +$166 | 0.02% | 347 |
|
|
2023
Q2 | $21.1K | Buy |
+233
| New | +$21.1K | 0.02% | 181 |
|
|
2023
Q1 | – | Sell |
-229
| Closed | -$20K | – | 170 |
|
|
2022
Q4 | $20K | Buy |
+229
| New | +$20K | 0.02% | 151 |
|