Marcum Wealth’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
Q1 | – | Sell |
-2,252
| Closed | -$223K | – | 420 |
|
|
2024
Q4 | $223K | Buy |
+2,252
| New | +$223K | 0.02% | 342 |
|
|
2024
Q1 | – | Sell |
-3,532
| Closed | -$337K | – | 415 |
|
|
2023
Q4 | $337K | Buy |
+3,532
| New | +$337K | 0.04% | 237 |
|
|
2023
Q1 | – | Sell |
-9,984
| Closed | -$870K | – | 415 |
|
|
2022
Q4 | $870K | Buy |
+9,984
| New | +$870K | 0.12% | 103 |
|