LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $22K | Hold |
278
| – | – | 0.01% | 330 |
|
|
2020
Q2 | $22K | Hold |
278
| – | – | 0.01% | 324 |
|
|
2020
Q1 | $20K | Hold |
278
| – | – | 0.01% | 312 |
|
|
2019
Q4 | $28K | Hold |
278
| – | – | 0.01% | 308 |
|
|
2019
Q3 | $29K | Buy |
278
+10
| +4% | +$1.04K | 0.01% | 298 |
|
|
2019
Q2 | $26K | Hold |
268
| – | – | 0.01% | 310 |
|
|
2019
Q1 | $27K | Hold |
268
| – | – | 0.01% | 315 |
|
|
2018
Q4 | $23K | Hold |
268
| – | – | 0.01% | 313 |
|
|
2018
Q3 | $25K | Hold |
268
| – | – | 0.01% | 318 |
|
|
2018
Q2 | $25K | Buy |
268
+12
| +5% | +$1.12K | 0.01% | 312 |
|
|
2018
Q1 | $22K | Buy |
+256
| New | +$22K | 0.01% | 310 |
|
|
2014
Q2 | – | Sell |
-105
| Closed | -$8K | – | 186 |
|
|
2014
Q1 | $8K | Hold |
105
| – | – | 0.01% | 191 |
|
|
2013
Q4 | $7K | Buy |
+105
| New | +$7K | ﹤0.01% | 179 |
|