Mather Group’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 | – | Sell |
-78
| Closed | -$7.73K | – | 1495 |
|
|
2025
Q1 | $7.73K | Hold |
78
| – | – | ﹤0.01% | 1310 |
|
|
2024
Q4 | $7.71K | Hold |
78
| – | – | ﹤0.01% | 1303 |
|
|
2024
Q3 | $8.33K | Sell |
78
-100
| -56% | -$10.7K | ﹤0.01% | 1209 |
|
|
2024
Q2 | $16.8K | Buy |
+178
| New | +$16.8K | ﹤0.01% | 1297 |
|
|
2023
Q3 | – | Sell |
-78
| Closed | -$7.05K | – | 610 |
|
|
2023
Q2 | $7.05K | Buy |
+78
| New | +$7.05K | ﹤0.01% | 599 |
|
|
2020
Q2 | – | Sell |
-3,370
| Closed | -$243K | – | 221 |
|
|
2020
Q1 | $243K | Buy |
+3,370
| New | +$243K | 0.02% | 123 |
|