Richardson Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Buy |
8,142
+7,418
| +1,025% | +$719K | 0.53% | 45 |
|
|
2025
Q1 | $71.8K | Sell |
724
-296
| -29% | -$29.3K | 0.05% | 209 |
|
|
2024
Q4 | $99.8K | Sell |
1,020
-56
| -5% | -$5.48K | 0.07% | 190 |
|
|
2024
Q3 | $100K | Hold |
1,076
| – | – | 0.06% | 200 |
|
|
2024
Q2 | $100K | Buy |
1,076
+24
| +2% | +$2.23K | 0.07% | 191 |
|
|
2024
Q1 | $99.2K | Buy |
1,052
+6
| +0.6% | +$566 | 0.07% | 197 |
|
|
2023
Q4 | $99.7K | Buy |
+1,046
| New | +$99.7K | 0.09% | 175 |
|