Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-208
| Closed | -$17K | – | 751 |
|
|
2015
Q3 | $17K | Sell |
208
-347
| -63% | -$28.4K | ﹤0.01% | 595 |
|
|
2015
Q2 | $46K | Sell |
555
-16
| -3% | -$1.33K | 0.01% | 434 |
|
|
2015
Q1 | $54K | Hold |
571
| – | – | 0.01% | 418 |
|
|
2014
Q4 | $52K | Hold |
571
| – | – | 0.01% | 390 |
|
|
2014
Q3 | $46K | Buy |
571
+3
| +0.5% | +$242 | 0.01% | 424 |
|
|
2014
Q2 | $47K | Sell |
568
-34
| -6% | -$2.81K | 0.02% | 400 |
|
|
2014
Q1 | $47K | Buy |
602
+162
| +37% | +$12.6K | 0.02% | 357 |
|
|
2013
Q4 | $31K | Buy |
440
+132
| +43% | +$9.3K | 0.02% | 371 |
|
|
2013
Q3 | $22K | Sell |
308
-196
| -39% | -$14K | 0.01% | 457 |
|
|
2013
Q2 | $39K | Buy |
+504
| New | +$39K | 0.02% | 329 |
|