Sensible Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-102
| Closed | -$10K | – | 57 |
|
|
2016
Q3 | $10K | Hold |
102
| – | – | 0.01% | 60 |
|
|
2016
Q2 | $10K | Hold |
102
| – | – | 0.01% | 65 |
|
|
2016
Q1 | $10K | Hold |
102
| – | – | 0.01% | 60 |
|
|
2015
Q4 | $9K | Hold |
102
| – | – | 0.01% | 64 |
|
|
2015
Q3 | $9K | Hold |
102
| – | – | 0.01% | 60 |
|
|
2015
Q2 | $9K | Buy |
+102
| New | +$9K | 0.01% | 58 |
|
|
2015
Q1 | – | Sell |
-197
| Closed | -$18K | – | 53 |
|
|
2014
Q4 | $18K | Hold |
197
| – | – | 0.02% | 51 |
|
|
2014
Q3 | $16K | Buy |
+197
| New | +$16K | 0.01% | 48 |
|