Rikoon Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,202
| Closed | -$207K | – | 213 |
|
|
2018
Q2 | $207K | Buy |
+2,202
| New | +$207K | 0.08% | 196 |
|
|
2018
Q1 | – | Sell |
-2,202
| Closed | -$206K | – | 196 |
|
|
2017
Q4 | $206K | Buy |
+2,202
| New | +$206K | 0.09% | 165 |
|
|
2017
Q3 | – | Sell |
-2,202
| Closed | -$204K | – | 167 |
|
|
2017
Q2 | $204K | Hold |
2,202
| – | – | 0.09% | 163 |
|
|
2017
Q1 | $203K | Hold |
2,202
| – | – | 0.09% | 166 |
|
|
2016
Q4 | $206K | Hold |
2,202
| – | – | 0.09% | 163 |
|
|
2016
Q3 | $214K | Buy |
+2,202
| New | +$214K | 0.17% | 125 |
|