Simplicity Solutions’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,150
| Closed | -$350K | – | 715 |
|
|
2022
Q3 | $350K | Sell |
4,150
-15,006
| -78% | -$1.27M | 0.05% | 407 |
|
|
2022
Q2 | $1.82M | Buy |
+19,156
| New | +$1.82M | 0.24% | 102 |
|
|
2020
Q2 | – | Sell |
-4,255
| Closed | -$307K | – | 920 |
|
|
2020
Q1 | $307K | Sell |
4,255
-98
| -2% | -$7.07K | 0.01% | 603 |
|
|
2019
Q4 | $444K | Buy |
+4,353
| New | +$444K | 0.01% | 572 |
|
|
2019
Q2 | – | Sell |
-2,270
| Closed | -$225K | – | 827 |
|
|
2019
Q1 | $225K | Sell |
2,270
-2,279
| -50% | -$226K | 0.01% | 646 |
|
|
2018
Q4 | $391K | Buy |
+4,549
| New | +$391K | 0.05% | 366 |
|