Ranch Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-156
| Closed | -$16K | – | 490 |
|
|
2021
Q3 | $16K | Hold |
156
| – | – | 0.01% | 410 |
|
|
2021
Q2 | $16K | Sell |
156
-21
| -12% | -$2.15K | 0.01% | 534 |
|
|
2021
Q1 | $16K | Hold |
177
| – | – | 0.01% | 516 |
|
|
2020
Q4 | $15K | Hold |
177
| – | – | 0.01% | 546 |
|
|
2020
Q3 | $13K | Hold |
177
| – | – | 0.01% | 572 |
|
|
2020
Q2 | $14K | Hold |
177
| – | – | 0.01% | 570 |
|
|
2020
Q1 | $12K | Sell |
177
-203
| -53% | -$13.8K | 0.01% | 556 |
|
|
2019
Q4 | $39K | Buy |
+380
| New | +$39K | 0.03% | 382 |
|