Peloton Wealth Strategists’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
2019
Q1
Sell
-7,732
Closed -$665K 68
2018
Q4
$665K Buy
7,732
+385
+5% +$33.1K 0.54% 50
2018
Q3
$685K Buy
7,347
+69
+0.9% +$6.43K 0.47% 56
2018
Q2
$684K Buy
7,278
+438
+6% +$41.2K 0.5% 56
2018
Q1
$589K Buy
+6,840
New +$589K 0.44% 58