Smallwood Wealth Investment Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.9M | Buy |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $993K | Buy |
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|
2023
Q4 | $975K | Buy |
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|
2023
Q3 | $845K | Buy |
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|
2023
Q2 | $908K | Sell |
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|
2023
Q1 | $936K | Sell |
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|
2022
Q4 | $943K | Buy |
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|
2022
Q3 | $835K | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.35M | Buy |
|