Reilly Financial 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 |
-136
| Closed | -$14K | – | 1192 |
|
|
2021
Q3 | $14K | Buy |
+136
| New | +$14K | ﹤0.01% | 598 |
|
|
2021
Q2 | – | Sell |
-123
| Closed | -$12K | – | 1065 |
|
|
2021
Q1 | $12K | Buy |
+123
| New | +$12K | ﹤0.01% | 663 |
|
|
2019
Q2 | – | Sell |
-57
| Closed | -$6K | – | 1005 |
|
|
2019
Q1 | $6K | Hold |
57
| – | – | ﹤0.01% | 772 |
|
|
2018
Q4 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 758 |
|
|
2016
Q2 | – | Sell |
-54
| Closed | -$5K | – | 861 |
|
|
2016
Q1 | $5K | Hold |
54
| – | – | ﹤0.01% | 691 |
|
|
2015
Q4 | $5K | Hold |
54
| – | – | ﹤0.01% | 707 |
|
|
2015
Q3 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 966 |
|