Navis Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $359K | Buy |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $312K | Buy |
|
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $259K | Buy |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $313K | Buy |
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|
2021
Q2 | $309K | Buy |
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|
2021
Q1 | $277K | Buy |
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|
2020
Q4 | $154K | Buy |
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