MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,279
| Closed | -$233K | – | 315 |
|
|
2019
Q4 | $233K | Hold |
2,279
| – | – | 0.02% | 300 |
|
|
2019
Q3 | $238K | Hold |
2,279
| – | – | 0.02% | 273 |
|
|
2019
Q2 | $225K | Hold |
2,279
| – | – | 0.02% | 280 |
|
|
2019
Q1 | $225K | Buy |
+2,279
| New | +$225K | 0.02% | 263 |
|
|
2018
Q4 | – | Sell |
-2,279
| Closed | -$213K | – | 301 |
|
|
2018
Q3 | $213K | Buy |
+2,279
| New | +$213K | 0.02% | 263 |
|