Merriman Wealth Management’s SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.58M | Sell |
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|
2021
Q3 | $1.39M | Sell |
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|
2021
Q2 | $1.38M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $5.93M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5.76M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $6.8M | Sell |
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|
2014
Q4 | $6.96M | Sell |
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|
2014
Q3 | $6.56M | Buy |
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