Marshall Financial Group (Pennsylvania)’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $206K | Hold |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q2 | $235K | Buy |
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|
2024
Q1 | $237K | Buy |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $227K | Buy |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $355K | Buy |
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|
2021
Q3 | $284K | Buy |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $253K | Hold |
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|
2020
Q4 | $232K | Hold |
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|
2020
Q3 | $209K | Hold |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $278K | Hold |
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|
2019
Q3 | $285K | Hold |
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|
2019
Q2 | $270K | Hold |
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|
2019
Q1 | $270K | Hold |
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|
2018
Q4 | $235K | Buy |
|