MAM
McCarthy Asset Management’s SPDR Dow Jones REIT ETF RWR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-21
| Closed | -$2K | – | 234 |
|
2022
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 291 |
|
2021
Q4 | $3K | Hold |
21
| – | – | ﹤0.01% | 246 |
|
2021
Q3 | $2K | Hold |
21
| – | – | ﹤0.01% | 294 |
|
2021
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 353 |
|
2021
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 313 |
|
2020
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 284 |
|