Savant Capital’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 | $1.03M | Buy |
10,674
+335
| +3% | +$32.3K | 0.01% | 807 |
|
2025
Q1 | $1.02M | Sell |
10,339
-45
| -0.4% | -$4.46K | 0.01% | 749 |
|
2024
Q4 | $1.03M | Sell |
10,384
-268
| -3% | -$26.5K | 0.01% | 642 |
|
2024
Q3 | $1.14M | Buy |
10,652
+276
| +3% | +$29.5K | 0.01% | 595 |
|
2024
Q2 | $966K | Sell |
10,376
-78
| -0.7% | -$7.26K | 0.01% | 599 |
|
2024
Q1 | $985K | Buy |
10,454
+196
| +2% | +$18.5K | 0.01% | 546 |
|
2023
Q4 | $978K | Sell |
10,258
-81
| -0.8% | -$7.72K | 0.01% | 418 |
|
2023
Q3 | $858K | Sell |
10,339
-28
| -0.3% | -$2.32K | 0.01% | 420 |
|
2023
Q2 | $938K | Buy |
10,367
+105
| +1% | +$9.5K | 0.01% | 396 |
|
2023
Q1 | $911K | Buy |
10,262
+7,560
| +280% | +$671K | 0.02% | 347 |
|
2022
Q4 | $235K | Sell |
2,702
-90
| -3% | -$7.84K | 0.01% | 520 |
|
2022
Q3 | $235K | Sell |
2,792
-162
| -5% | -$13.6K | 0.01% | 475 |
|
2022
Q2 | $281K | Sell |
2,954
-107
| -3% | -$10.2K | 0.01% | 444 |
|
2022
Q1 | $359K | Hold |
3,061
| – | – | 0.01% | 418 |
|
2021
Q4 | $374K | Hold |
3,061
| – | – | 0.01% | 409 |
|
2021
Q3 | $323K | Sell |
3,061
-83
| -3% | -$8.76K | 0.01% | 404 |
|
2021
Q2 | $330K | Sell |
3,144
-14
| -0.4% | -$1.47K | 0.01% | 390 |
|
2021
Q1 | $299K | Sell |
3,158
-138
| -4% | -$13.1K | 0.02% | 379 |
|
2020
Q4 | $286K | Sell |
3,296
-1,233
| -27% | -$107K | 0.02% | 358 |
|
2020
Q3 | $353K | Sell |
4,529
-60
| -1% | -$4.68K | 0.02% | 304 |
|
2020
Q2 | $358K | Buy |
4,589
+56
| +1% | +$4.37K | 0.03% | 299 |
|
2020
Q1 | $327K | Sell |
4,533
-4
| -0.1% | -$289 | 0.03% | 277 |
|
2019
Q4 | $463K | Sell |
4,537
-8
| -0.2% | -$816 | 0.06% | 217 |
|
2019
Q3 | $475K | Hold |
4,545
| – | – | 0.07% | 195 |
|
2019
Q2 | $449K | Buy |
+4,545
| New | +$449K | 0.06% | 201 |
|