Omega Financial 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 | $1.54M | Buy |
16,001
+142
| +0.9% | +$13.7K | 0.55% | 39 |
|
|
2025
Q1 | $1.57M | Buy |
15,859
+94
| +0.6% | +$9.32K | 0.6% | 38 |
|
|
2024
Q4 | $1.56M | Sell |
15,765
-966
| -6% | -$95.5K | 0.59% | 39 |
|
|
2024
Q3 | $1.79M | Sell |
16,731
-605
| -3% | -$64.6K | 0.68% | 36 |
|
|
2024
Q2 | $1.61M | Buy |
17,336
+72
| +0.4% | +$6.7K | 0.65% | 39 |
|
|
2024
Q1 | $1.63M | Sell |
17,264
-1,156
| -6% | -$109K | 0.67% | 38 |
|
|
2023
Q4 | $1.76M | Buy |
18,420
+2,414
| +15% | +$230K | 0.75% | 38 |
|
|
2023
Q3 | $1.33M | Sell |
16,006
-372
| -2% | -$30.9K | 0.65% | 39 |
|
|
2023
Q2 | $1.48M | Buy |
16,378
+165
| +1% | +$14.9K | 0.68% | 39 |
|
|
2023
Q1 | $1.44M | Sell |
16,213
-881
| -5% | -$78.2K | 0.66% | 38 |
|
|
2022
Q4 | $1.5M | Buy |
17,094
+11,371
| +199% | +$995K | 0.77% | 38 |
|
|
2022
Q3 | $482K | Sell |
5,723
-5,594
| -49% | -$471K | 0.25% | 54 |
|
|
2022
Q2 | $1.08M | Buy |
+11,317
| New | +$1.08M | 0.52% | 43 |
|