Pinnacle Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,415
| Closed | -$599K | – | 252 |
|
|
2016
Q4 | $599K | Buy |
6,415
+30
| +0.5% | +$2.8K | 0.13% | 152 |
|
|
2016
Q3 | $646K | Hold |
6,385
| – | – | 0.15% | 149 |
|
|
2016
Q2 | $646K | Hold |
6,385
| – | – | 0.15% | 146 |
|
|
2016
Q1 | $608K | Hold |
6,385
| – | – | 0.16% | 146 |
|
|
2015
Q4 | $585K | Hold |
6,385
| – | – | 0.18% | 135 |
|
|
2015
Q3 | $550K | Hold |
6,385
| – | – | 0.17% | 131 |
|
|
2015
Q2 | $539K | Hold |
6,385
| – | – | 0.17% | 130 |
|
|
2015
Q1 | $604K | Hold |
6,385
| – | – | 0.2% | 121 |
|
|
2014
Q4 | $580K | Hold |
6,385
| – | – | 0.2% | 124 |
|
|
2014
Q3 | $510K | Sell |
6,385
-955
| -13% | -$76.3K | 0.19% | 124 |
|
|
2014
Q2 | $609K | Buy |
7,340
+3,815
| +108% | +$317K | 0.24% | 111 |
|
|
2014
Q1 | $275K | Hold |
3,525
| – | – | 0.12% | 137 |
|
|
2013
Q4 | $251K | Hold |
3,525
| – | – | 0.11% | 138 |
|
|
2013
Q3 | $257K | Hold |
3,525
| – | – | 0.13% | 119 |
|
|
2013
Q2 | $268K | Buy |
+3,525
| New | +$268K | 0.14% | 114 |
|