Private Trust Company’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $200K | Buy |
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|
2025
Q2 | $182K | Buy |
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|
2025
Q1 | $171K | Buy |
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|
2024
Q4 | $141K | Sell |
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|
2024
Q3 | $154K | Hold |
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|
2024
Q2 | $134K | Hold |
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|
2024
Q1 | $136K | Hold |
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|
2023
Q4 | $137K | Buy |
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|
2023
Q3 | $95.5K | Sell |
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|
2023
Q2 | $128K | Sell |
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|
2023
Q1 | $155K | Sell |
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|
2022
Q4 | $154K | Buy |
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|
2022
Q3 | $124K | Buy |
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|
2022
Q2 | $135K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $36K | Hold |
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|
2014
Q2 | $37K | Hold |
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|
2014
Q1 | $35K | Hold |
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|
2013
Q4 | $32K | Buy |
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|
2013
Q3 | $32K | Hold |
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|
2013
Q2 | $33K | Buy |
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