PFWA
Paces Ferry Wealth Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,983
| Closed | -$233K | – | 114 |
|
|
2022
Q1 | $233K | Buy |
1,983
+9
| +0.5% | +$1.06K | 0.19% | 104 |
|
|
2021
Q4 | $241K | Sell |
1,974
-428
| -18% | -$52.3K | 0.17% | 101 |
|
|
2021
Q3 | $253K | Buy |
2,402
+17
| +0.7% | +$1.79K | 0.2% | 99 |
|
|
2021
Q2 | $250K | Buy |
2,385
+15
| +0.6% | +$1.57K | 0.19% | 106 |
|
|
2021
Q1 | $224K | Buy |
2,370
+19
| +0.8% | +$1.8K | 0.19% | 110 |
|
|
2020
Q4 | $204K | Sell |
2,351
-17
| -0.7% | -$1.48K | 0.19% | 110 |
|
|
2020
Q3 | $185K | Buy |
+2,368
| New | +$185K | 0.16% | 110 |
|