Merit Financial 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
$381K Sell
3,956
-2,203
-36% -$212K ﹤0.01% 1222
2025
Q1
$611K Buy
6,159
+1,976
+47% +$196K 0.01% 845
2024
Q4
$414K Sell
4,183
-44
-1% -$4.35K 0.01% 786
2024
Q3
$451K Buy
4,227
+17
+0.4% +$1.81K 0.01% 573
2024
Q2
$392K Sell
4,210
-321
-7% -$29.9K 0.01% 643
2024
Q1
$405K Buy
+4,531
New +$405K 0.01% 608