Monetary Management Group’s State Street 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
2020
Q3
Sell
-1,375
Closed -$107K 300
2020
Q2
$107K Hold
1,375
0.04% 181
2020
Q1
$99K Buy
1,375
+375
+38% +$35.5K 0.04% 170
2019
Q4
$102K Hold
1,000
0.04% 195
2019
Q3
$105K Sell
1,000
-250
-20% -$25.5K 0.04% 196
2019
Q2
$123K Hold
1,250
0.05% 187
2019
Q1
$124K Buy
1,250
+250
+25% +$23.7K 0.05% 188
2018
Q4
$86K Hold
1,000
0.04% 192
2018
Q3
$93K Hold
1,000
0.04% 204
2018
Q2
$94K Hold
1,000
0.04% 202
2018
Q1
$86K Hold
1,000
0.04% 204
2017
Q4
$94K Hold
1,000
0.04% 200
2017
Q3
$93K Sell
1,000
-875
-47% -$81.3K 0.04% 195
2017
Q2
$174K Hold
1,875
0.07% 164
2017
Q1
$173K Buy
1,875
+625
+50% +$58.2K 0.08% 158
2016
Q4
$117K Sell
1,250
-1,875
-60% -$172K 0.05% 173
2016
Q3
$304K Buy
3,125
+2,575
+468% +$258K 0.14% 121
2016
Q2
$55K Hold
550
0.03% 215
2016
Q1
$52K Buy
+550
New +$48.8K 0.03% 216

Other funds holding RWR