Lion Street 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 | $589K | Hold |
6,103
| – | – | 0.18% | 124 |
|
|
2025
Q1 | $605K | Buy |
6,103
+2,001
| +49% | +$198K | 0.19% | 112 |
|
|
2024
Q4 | $406K | Sell |
4,102
-1,598
| -28% | -$158K | 0.13% | 160 |
|
|
2024
Q3 | $608K | Buy |
+5,700
| New | +$608K | 0.21% | 109 |
|
|
2023
Q4 | – | Sell |
-2,838
| Closed | -$235K | – | 266 |
|
|
2023
Q3 | $235K | Sell |
2,838
-3,342
| -54% | -$277K | 0.08% | 217 |
|
|
2023
Q2 | $705K | Buy |
+6,180
| New | +$705K | 0.24% | 86 |
|