LGWM
Litman Gregory Wealth Management’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-193
| Closed | -$18K | – | 163 |
|
|
2021
Q1 | $18K | Hold |
193
| – | – | ﹤0.01% | 137 |
|
|
2020
Q4 | $17K | Hold |
193
| – | – | ﹤0.01% | 140 |
|
|
2020
Q3 | $15K | Hold |
193
| – | – | ﹤0.01% | 130 |
|
|
2020
Q2 | $15K | Hold |
193
| – | – | ﹤0.01% | 121 |
|
|
2020
Q1 | $14K | Buy |
+193
| New | +$14K | ﹤0.01% | 114 |
|