Piedmont Capital Management’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
Q1 | – | Sell |
-111,512
| Closed | -$10.9M | – | 54 |
|
|
2024
Q4 | $10.9M | Buy |
111,512
+895
| +0.8% | +$87.6K | 6.58% | 5 |
|
|
2024
Q3 | $11.8M | Buy |
+110,617
| New | +$11.8M | 7.09% | 5 |
|
|
2023
Q2 | – | Sell |
-24,875
| Closed | -$2.18M | – | 50 |
|
|
2023
Q1 | $2.18M | Buy |
24,875
+692
| +3% | +$60.7K | 1.75% | 13 |
|
|
2022
Q4 | $2.11M | Buy |
24,183
+1,027
| +4% | +$89.5K | 1.77% | 10 |
|
|
2022
Q3 | $1.96M | Sell |
23,156
-7,025
| -23% | -$595K | 1.77% | 9 |
|
|
2022
Q2 | $2.87M | Buy |
30,181
+71
| +0.2% | +$6.75K | 2.95% | 7 |
|
|
2022
Q1 | $3.56M | Sell |
30,110
-202
| -0.7% | -$23.9K | 2.68% | 9 |
|
|
2021
Q4 | $3.7M | Buy |
30,312
+610
| +2% | +$74.5K | 2.91% | 11 |
|
|
2021
Q3 | $3.23M | Buy |
+29,702
| New | +$3.23M | 2.58% | 13 |
|