MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-508
| Closed | -$48K | – | 477 |
|
|
2021
Q1 | $48K | Buy |
508
+25
| +5% | +$2.36K | 0.02% | 166 |
|
|
2020
Q4 | $40K | Hold |
483
| – | – | 0.02% | 179 |
|
|
2020
Q3 | $38K | Buy |
483
+39
| +9% | +$3.07K | 0.02% | 164 |
|
|
2020
Q2 | $35K | Buy |
+444
| New | +$35K | 0.02% | 166 |
|
|
2017
Q3 | – | Sell |
-378
| Closed | -$35K | – | 280 |
|
|
2017
Q2 | $35K | Buy |
+378
| New | +$35K | 0.02% | 182 |
|