Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-62
| Closed | -$6K | – | 396 |
|
|
2017
Q4 | $6K | Hold |
62
| – | – | ﹤0.01% | 316 |
|
|
2017
Q3 | $6K | Hold |
62
| – | – | ﹤0.01% | 316 |
|
|
2017
Q2 | $6K | Sell |
62
-1
| -2% | -$97 | ﹤0.01% | 300 |
|
|
2017
Q1 | $6K | Buy |
63
+1
| +2% | +$95 | ﹤0.01% | 299 |
|
|
2016
Q4 | $6K | Hold |
62
| – | – | ﹤0.01% | 292 |
|
|
2016
Q3 | $6K | Hold |
62
| – | – | ﹤0.01% | 285 |
|
|
2016
Q2 | $6K | Hold |
62
| – | – | ﹤0.01% | 274 |
|
|
2016
Q1 | $6K | Hold |
62
| – | – | ﹤0.01% | 274 |
|
|
2015
Q4 | $6K | Hold |
62
| – | – | ﹤0.01% | 296 |
|
|
2015
Q3 | $5K | Hold |
62
| – | – | ﹤0.01% | 290 |
|
|
2015
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 303 |
|
|
2015
Q1 | $6K | Hold |
62
| – | – | 0.01% | 288 |
|
|
2014
Q4 | $6K | Hold |
62
| – | – | 0.01% | 286 |
|
|
2014
Q3 | $5K | Hold |
62
| – | – | ﹤0.01% | 301 |
|
|
2014
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 308 |
|
|
2014
Q1 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 319 |
|