Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-52
| Closed | -$4.96K | – | 513 |
|
|
2023
Q4 | $4.96K | Buy |
+52
| New | +$4.96K | ﹤0.01% | 470 |
|
|
2022
Q3 | – | Sell |
-52
| Closed | -$4.95K | – | 484 |
|
|
2022
Q2 | $4.95K | Hold |
52
| – | – | ﹤0.01% | 459 |
|
|
2022
Q1 | $6.21K | Sell |
52
-16
| -24% | -$1.91K | ﹤0.01% | 586 |
|
|
2021
Q4 | $8K | Buy |
68
+52
| +325% | +$6.12K | ﹤0.01% | 599 |
|
|
2021
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 682 |
|
|
2021
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 684 |
|
|
2021
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 666 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 668 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 625 |
|
|
2020
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 602 |
|