OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $438K | Hold |
|
|||||
|
2025
Q2 | $421K | Sell |
|
|||||
|
2025
Q1 | $434K | Buy |
|
|||||
|
2024
Q4 | $431K | Hold |
|
|||||
|
2024
Q3 | $466K | Hold |
|
|||||
|
2024
Q2 | $406K | Hold |
|
|||||
|
2024
Q1 | $411K | Hold |
|
|||||
|
2023
Q4 | $416K | Hold |
|
|||||
|
2023
Q3 | $362K | Sell |
|
|||||
|
2023
Q2 | $399K | Hold |
|
|||||
|
2023
Q1 | $392K | Buy |
|
|||||
|
2022
Q4 | $383K | Hold |
|
|||||
|
2022
Q3 | $371K | Hold |
|
|||||
|
2022
Q2 | $418K | Hold |
|
|||||
|
2022
Q1 | $516K | Sell |
|
|||||
|
2021
Q4 | $541K | Sell |
|
|||||
|
2021
Q3 | $467K | Buy |
|
|||||
|
2021
Q2 | $464K | Buy |
|
|||||
|
2021
Q1 | $417K | Hold |
|
|||||
|
2020
Q4 | $381K | Hold |
|
|||||
|
2020
Q3 | $343K | Sell |
|
|||||
|
2020
Q2 | $390K | Sell |
|
|||||
|
2020
Q1 | $362K | Buy |
|
|||||
|
2019
Q4 | $510K | Hold |
|
|||||
|
2019
Q3 | $523K | Buy |
|
|||||
|
2019
Q2 | $435K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $31K | Hold |
|
|||||
|
2018
Q1 | $28K | Hold |
|
|||||
|
2017
Q4 | $30K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $30K | Buy |
|