RFA
RTD Financial Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,406
| Closed | -$337K | – | 120 |
|
|
2024
Q4 | $337K | Sell |
3,406
-7,351
| -68% | -$727K | 0.04% | 99 |
|
|
2024
Q3 | $1.15M | Sell |
10,757
-13,889
| -56% | -$1.48M | 0.15% | 62 |
|
|
2024
Q2 | $2.29M | Sell |
24,646
-494
| -2% | -$46K | 0.31% | 47 |
|
|
2024
Q1 | $2.37M | Sell |
25,140
-164
| -0.6% | -$15.5K | 0.32% | 46 |
|
|
2023
Q4 | $2.41M | Sell |
25,304
-7,684
| -23% | -$732K | 0.34% | 45 |
|
|
2023
Q3 | $2.74M | Sell |
32,988
-44
| -0.1% | -$3.65K | 0.42% | 43 |
|
|
2023
Q2 | $2.99M | Sell |
33,032
-4
| -0% | -$362 | 0.43% | 42 |
|
|
2023
Q1 | $2.93M | Buy |
33,036
+2,444
| +8% | +$217K | 0.45% | 41 |
|
|
2022
Q4 | $2.67M | Sell |
30,592
-2,148
| -7% | -$187K | 0.43% | 42 |
|
|
2022
Q3 | $2.76M | Sell |
32,740
-7,300
| -18% | -$615K | 0.51% | 40 |
|
|
2022
Q2 | $3.81M | Buy |
40,040
+11,435
| +40% | +$1.09M | 0.58% | 42 |
|
|
2022
Q1 | $3.36M | Sell |
28,605
-1,241
| -4% | -$146K | 0.45% | 41 |
|
|
2021
Q4 | $3.65M | Buy |
+29,846
| New | +$3.65M | 0.48% | 43 |
|