MV Capital Management’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 |
-12
| Closed | -$1K | – | 683 |
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 666 |
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 666 |
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 686 |
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 683 |
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 705 |
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 672 |
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 426 |
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 297 |
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 266 |
|
2020
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 272 |
|
2020
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 338 |
|
2019
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 353 |
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 382 |
|
2019
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 351 |
|
2019
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 345 |
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 318 |
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 346 |
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 349 |
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 351 |
|
2017
Q4 | $1K | Sell |
12
-10
| -45% | -$833 | ﹤0.01% | 355 |
|
2017
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 346 |
|
2017
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 339 |
|
2017
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 331 |
|
2016
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 341 |
|
2016
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 325 |
|
2016
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 328 |
|
2016
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 280 |
|
2015
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 294 |
|
2015
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 282 |
|
2015
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 393 |
|
2015
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 388 |
|
2014
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 497 |
|