Marshall Financial Group (Pennsylvania)’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 | $206K | Hold |
2,136
| – | – | 0.06% | 52 |
|
|
2025
Q1 | $212K | Sell |
2,136
-393
| -16% | -$39K | 0.07% | 52 |
|
|
2024
Q4 | $250K | Buy |
2,529
+4
| +0.2% | +$395 | 0.08% | 49 |
|
|
2024
Q3 | $269K | Buy |
2,525
+3
| +0.1% | +$320 | 0.08% | 49 |
|
|
2024
Q2 | $235K | Buy |
2,522
+3
| +0.1% | +$279 | 0.08% | 52 |
|
|
2024
Q1 | $237K | Buy |
2,519
+2
| +0.1% | +$189 | 0.08% | 51 |
|
|
2023
Q4 | $240K | Buy |
2,517
+4
| +0.2% | +$381 | 0.09% | 48 |
|
|
2023
Q3 | $208K | Buy |
2,513
+3
| +0.1% | +$249 | 0.08% | 46 |
|
|
2023
Q2 | $227K | Buy |
2,510
+3
| +0.1% | +$271 | 0.09% | 46 |
|
|
2023
Q1 | $223K | Sell |
2,507
-101
| -4% | -$8.97K | 0.09% | 48 |
|
|
2022
Q4 | $227K | Sell |
2,608
-248
| -9% | -$21.6K | 0.1% | 48 |
|
|
2022
Q3 | $241K | Sell |
2,856
-38
| -1% | -$3.21K | 0.11% | 48 |
|
|
2022
Q2 | $275K | Sell |
2,894
-25
| -0.9% | -$2.38K | 0.12% | 47 |
|
|
2022
Q1 | $343K | Buy |
2,919
+9
| +0.3% | +$1.06K | 0.14% | 45 |
|
|
2021
Q4 | $355K | Buy |
2,910
+218
| +8% | +$26.6K | 0.14% | 45 |
|
|
2021
Q3 | $284K | Buy |
2,692
+15
| +0.6% | +$1.58K | 0.12% | 51 |
|
|
2021
Q2 | $281K | Hold |
2,677
| – | – | 0.12% | 52 |
|
|
2021
Q1 | $253K | Hold |
2,677
| – | – | 0.11% | 53 |
|
|
2020
Q4 | $232K | Hold |
2,677
| – | – | 0.11% | 54 |
|
|
2020
Q3 | $209K | Hold |
2,677
| – | – | 0.12% | 50 |
|
|
2020
Q2 | $209K | Buy |
+2,677
| New | +$209K | 0.14% | 48 |
|
|
2020
Q1 | – | Sell |
-2,729
| Closed | -$278K | – | 50 |
|
|
2019
Q4 | $278K | Hold |
2,729
| – | – | 0.19% | 45 |
|
|
2019
Q3 | $285K | Hold |
2,729
| – | – | 0.22% | 42 |
|
|
2019
Q2 | $270K | Hold |
2,729
| – | – | 0.21% | 43 |
|
|
2019
Q1 | $270K | Hold |
2,729
| – | – | 0.22% | 42 |
|
|
2018
Q4 | $235K | Buy |
+2,729
| New | +$235K | 0.22% | 44 |
|