SSWM
Sheets Smith Wealth Management’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,024
| Closed | -$84.9K | – | 461 |
|
|
2023
Q3 | $84.9K | Buy |
+1,024
| New | +$84.9K | 0.01% | 363 |
|
|
2015
Q1 | – | Sell |
-8,099
| Closed | -$736K | – | 255 |
|
|
2014
Q4 | $736K | Buy |
8,099
+782
| +11% | +$71.1K | 0.19% | 151 |
|
|
2014
Q3 | $584K | Sell |
7,317
-561
| -7% | -$44.8K | 0.16% | 163 |
|
|
2014
Q2 | $654K | Sell |
7,878
-822
| -9% | -$68.2K | 0.18% | 166 |
|
|
2014
Q1 | $679K | Buy |
8,700
+2,975
| +52% | +$232K | 0.19% | 145 |
|
|
2013
Q4 | $408K | Buy |
5,725
+1,124
| +24% | +$80.1K | 0.11% | 192 |
|
|
2013
Q3 | $336K | Buy |
4,601
+445
| +11% | +$32.5K | 0.11% | 192 |
|
|
2013
Q2 | $316K | Buy |
+4,156
| New | +$316K | 0.11% | 194 |
|