Newport Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
2,656
-33
| -1% | -$3.18K | 0.17% | 50 |
|
|
2025
Q1 | $267K | Sell |
2,689
-6
| -0.2% | -$595 | 0.19% | 45 |
|
|
2024
Q4 | $267K | Buy |
2,695
+6
| +0.2% | +$594 | 0.2% | 46 |
|
|
2024
Q3 | $287K | Hold |
2,689
| – | – | 0.21% | 42 |
|
|
2024
Q2 | $250K | Buy |
+2,689
| New | +$250K | 0.2% | 42 |
|
|
2023
Q3 | – | Sell |
-2,230
| Closed | -$202K | – | 67 |
|
|
2023
Q2 | $202K | Buy |
+2,230
| New | +$202K | 0.1% | 69 |
|
|
2022
Q4 | – | Sell |
-3,211
| Closed | -$283K | – | 55 |
|
|
2022
Q3 | $283K | Buy |
+3,211
| New | +$283K | 0.15% | 53 |
|