National Penn Investors Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,384
| Closed | -$217K | – | 234 |
|
|
2014
Q4 | $217K | Buy |
+2,384
| New | +$217K | 0.02% | 176 |
|
|
2014
Q1 | – | Sell |
-3,575
| Closed | -$254K | – | 209 |
|
|
2013
Q4 | $254K | Sell |
3,575
-158
| -4% | -$11.2K | 0.03% | 205 |
|
|
2013
Q3 | $272K | Hold |
3,733
| – | – | 0.03% | 184 |
|
|
2013
Q2 | $283K | Buy |
+3,733
| New | +$283K | 0.04% | 177 |
|