PRW Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,900
| Closed | -$466K | – | 105 |
|
|
2022
Q2 | $466K | Hold |
4,900
| – | – | 0.27% | 42 |
|
|
2022
Q1 | $575K | Buy |
+4,900
| New | +$575K | 0.26% | 50 |
|
|
2020
Q1 | – | Sell |
-8,200
| Closed | -$837K | – | 71 |
|
|
2019
Q4 | $837K | Sell |
8,200
-2,500
| -23% | -$255K | 0.95% | 27 |
|
|
2019
Q3 | $1.12M | Buy |
10,700
+1,100
| +11% | +$115K | 1.36% | 22 |
|
|
2019
Q2 | $948K | Buy |
9,600
+2,500
| +35% | +$247K | 1.05% | 24 |
|
|
2019
Q1 | $703K | Buy |
+7,100
| New | +$703K | 0.65% | 29 |
|