Osborne Partners Capital Management’s 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
Q2 | $1.05M | Hold |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $1.67M | Sell |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.62M | Sell |
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|
2021
Q3 | $1.5M | Sell |
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|
2021
Q2 | $1.57M | Sell |
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|
2021
Q1 | $1.45M | Buy |
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