MWM
Merriman Wealth 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
Q4 | – | Sell |
-12,470
| Closed | -$1.05M | – | 224 |
|
|
2022
Q3 | $1.05M | Sell |
12,470
-332
| -3% | -$28K | 0.07% | 59 |
|
|
2022
Q2 | $1.22M | Sell |
12,802
-32
| -0.2% | -$3.04K | 0.09% | 53 |
|
|
2022
Q1 | $1.51M | Sell |
12,834
-65
| -0.5% | -$7.63K | 0.12% | 60 |
|
|
2021
Q4 | $1.58M | Sell |
12,899
-255
| -2% | -$31.2K | 0.12% | 78 |
|
|
2021
Q3 | $1.39M | Sell |
13,154
-32
| -0.2% | -$3.37K | 0.12% | 87 |
|
|
2021
Q2 | $1.38M | Buy |
+13,186
| New | +$1.38M | 0.12% | 95 |
|
|
2017
Q2 | – | Sell |
-64,264
| Closed | -$5.93M | – | 136 |
|
|
2017
Q1 | $5.93M | Buy |
+64,264
| New | +$5.93M | 1.44% | 20 |
|
|
2016
Q1 | – | Sell |
-63,693
| Closed | -$5.76M | – | 58 |
|
|
2015
Q4 | $5.76M | Buy |
+63,693
| New | +$5.76M | 8.4% | 4 |
|
|
2015
Q2 | – | Sell |
-71,951
| Closed | -$6.8M | – | 41 |
|
|
2015
Q1 | $6.8M | Sell |
71,951
-1,201
| -2% | -$113K | 6.93% | 3 |
|
|
2014
Q4 | $6.96M | Sell |
73,152
-1,225
| -2% | -$117K | 9.96% | 3 |
|
|
2014
Q3 | $6.56M | Buy |
+74,377
| New | +$6.56M | 8.5% | 3 |
|