Mutual Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,882
| Closed | -$327K | – | 963 |
|
|
2022
Q3 | $327K | Sell |
3,882
-1,598
| -29% | -$135K | 0.02% | 687 |
|
|
2022
Q2 | $521K | Buy |
5,480
+3
| +0.1% | +$285 | 0.03% | 521 |
|
|
2022
Q1 | $643K | Sell |
5,477
-68
| -1% | -$7.98K | 0.04% | 502 |
|
|
2021
Q4 | $677K | Sell |
5,545
-202
| -4% | -$24.7K | 0.04% | 492 |
|
|
2021
Q3 | $606K | Sell |
5,747
-584
| -9% | -$61.6K | 0.04% | 490 |
|
|
2021
Q2 | $664K | Buy |
+6,331
| New | +$664K | 0.04% | 455 |
|