MWP
Moller Wealth Partners’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
14,078
-116
| -0.8% | -$11.2K | 0.3% | 31 |
|
|
2025
Q1 | $1.41M | Sell |
14,194
-10
| -0.1% | -$991 | 0.35% | 31 |
|
|
2024
Q4 | $1.4M | Hold |
14,204
| – | – | 0.37% | 29 |
|
|
2024
Q3 | $1.52M | Sell |
14,204
-20
| -0.1% | -$2.14K | 0.38% | 28 |
|
|
2024
Q2 | $1.32M | Hold |
14,224
| – | – | 0.35% | 29 |
|
|
2024
Q1 | $1.34M | Hold |
14,224
| – | – | 0.36% | 28 |
|
|
2023
Q4 | $1.36M | Buy |
14,224
+3,962
| +39% | +$378K | 0.38% | 28 |
|
|
2023
Q3 | $851K | Buy |
10,262
+250
| +2% | +$20.7K | 0.27% | 29 |
|
|
2023
Q2 | $905K | Hold |
10,012
| – | – | 0.28% | 29 |
|
|
2023
Q1 | $889K | Sell |
10,012
-9
| -0.1% | -$799 | 0.27% | 30 |
|
|
2022
Q4 | $873K | Hold |
10,021
| – | – | 0.28% | 31 |
|
|
2022
Q3 | $844K | Hold |
10,021
| – | – | 0.3% | 30 |
|
|
2022
Q2 | $953K | Sell |
10,021
-862
| -8% | -$82K | 0.32% | 30 |
|
|
2022
Q1 | $1.28M | Hold |
10,883
| – | – | 0.4% | 27 |
|
|
2021
Q4 | $1.33M | Hold |
10,883
| – | – | 0.42% | 27 |
|
|
2021
Q3 | $1.15M | Hold |
10,883
| – | – | 0.38% | 27 |
|
|
2021
Q2 | $1.14M | Hold |
10,883
| – | – | 0.38% | 27 |
|
|
2021
Q1 | $1.03M | Hold |
10,883
| – | – | 0.36% | 28 |
|
|
2020
Q4 | $944K | Hold |
10,883
| – | – | 0.39% | 31 |
|
|
2020
Q3 | $849K | Sell |
10,883
-12
| -0.1% | -$936 | 0.38% | 29 |
|
|
2020
Q2 | $850K | Sell |
10,895
-68
| -0.6% | -$5.31K | 0.37% | 31 |
|
|
2020
Q1 | $792K | Hold |
10,963
| – | – | 0.41% | 28 |
|
|
2019
Q4 | $1.12M | Sell |
10,963
-22
| -0.2% | -$2.24K | 0.49% | 27 |
|
|
2019
Q3 | $1.15M | Hold |
10,985
| – | – | 0.56% | 26 |
|
|
2019
Q2 | $1.09M | Sell |
10,985
-22
| -0.2% | -$2.17K | 0.56% | 27 |
|
|
2019
Q1 | $1.09M | Sell |
11,007
-1,260
| -10% | -$125K | 0.49% | 23 |
|
|
2018
Q4 | $1.09M | Sell |
12,267
-880
| -7% | -$78.3K | 0.71% | 24 |
|
|
2018
Q3 | $1.23M | Sell |
13,147
-3,231
| -20% | -$301K | 0.54% | 20 |
|
|
2018
Q2 | $1.54M | Hold |
16,378
| – | – | 0.6% | 22 |
|
|
2018
Q1 | $1.41M | Buy |
16,378
+3,349
| +26% | +$289K | 0.61% | 22 |
|
|
2017
Q4 | $1.22M | Sell |
13,029
-11
| -0.1% | -$1.03K | 0.46% | 22 |
|
|
2017
Q3 | $1.21M | Sell |
13,040
-279
| -2% | -$25.8K | 0.46% | 22 |
|
|
2017
Q2 | $1.24M | Buy |
13,319
+253
| +2% | +$23.5K | 0.52% | 22 |
|
|
2017
Q1 | $1.21M | Hold |
13,066
| – | – | 0.53% | 24 |
|
|
2016
Q4 | $1.22M | Sell |
13,066
-116
| -0.9% | -$10.8K | 0.6% | 22 |
|
|
2016
Q3 | $1.28M | Sell |
13,182
-11
| -0.1% | -$1.07K | 0.59% | 23 |
|
|
2016
Q2 | $1.31M | Sell |
13,193
-130
| -1% | -$12.9K | 0.64% | 22 |
|
|
2016
Q1 | $1.27M | Sell |
13,323
-24,854
| -65% | -$2.37M | 0.74% | 21 |
|
|
2015
Q4 | $3.5M | Buy |
38,177
+23,069
| +153% | +$2.11M | 1.93% | 14 |
|
|
2015
Q3 | $1.3M | Sell |
15,108
-2,482
| -14% | -$214K | 1.21% | 17 |
|
|
2015
Q2 | $1.48M | Sell |
17,590
-491
| -3% | -$41.4K | 0.67% | 21 |
|
|
2015
Q1 | $1.71M | Sell |
18,081
-1,402
| -7% | -$133K | 0.79% | 16 |
|
|
2014
Q4 | $1.77M | Sell |
19,483
-2,035
| -9% | -$185K | 0.88% | 16 |
|
|
2014
Q3 | $1.68M | Buy |
21,518
+426
| +2% | +$33.3K | 0.79% | 17 |
|
|
2014
Q2 | $1.75M | Sell |
21,092
-1,643
| -7% | -$136K | 0.8% | 17 |
|
|
2014
Q1 | $1.77M | Sell |
22,735
-1,062
| -4% | -$82.9K | 0.91% | 17 |
|
|
2013
Q4 | $1.7M | Sell |
23,797
-881
| -4% | -$62.8K | 0.91% | 17 |
|
|
2013
Q3 | $1.8M | Sell |
24,678
-374
| -1% | -$27.3K | 1.13% | 16 |
|
|
2013
Q2 | $1.9M | Buy |
+25,052
| New | +$1.9M | 1.39% | 14 |
|