Pinnacle Summer Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,202
| Closed | -$190K | – | 973 |
|
|
2015
Q3 | $190K | Buy |
+2,202
| New | +$190K | 0.03% | 287 |
|
|
2015
Q2 | – | Sell |
-2,202
| Closed | -$208K | – | 914 |
|
|
2015
Q1 | $208K | Hold |
2,202
| – | – | 0.03% | 307 |
|
|
2014
Q4 | $200K | Hold |
2,202
| – | – | 0.02% | 315 |
|
|
2014
Q3 | $176K | Hold |
2,202
| – | – | 0.02% | 344 |
|
|
2014
Q2 | $183K | Hold |
2,202
| – | – | 0.02% | 317 |
|
|
2014
Q1 | $178K | Sell |
2,202
-301
| -12% | -$24.3K | 0.02% | 278 |
|
|
2013
Q4 | $178K | Hold |
2,503
| – | – | 0.02% | 269 |
|
|
2013
Q3 | $183K | Hold |
2,503
| – | – | 0.03% | 241 |
|
|
2013
Q2 | $190K | Buy |
+2,503
| New | +$190K | 0.05% | 218 |
|