Smallwood Wealth Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.77M | Buy |
17,905
+411
| +2% | +$40.7K | 1.12% | 19 |
|
|
2024
Q4 | $1.73M | Buy |
17,494
+6,329
| +57% | +$626K | 1.18% | 19 |
|
|
2024
Q3 | $1.19M | Buy |
11,165
+156
| +1% | +$16.7K | 0.85% | 23 |
|
|
2024
Q2 | $1.02M | Buy |
11,009
+471
| +4% | +$43.8K | 0.79% | 24 |
|
|
2024
Q1 | $993K | Buy |
10,538
+306
| +3% | +$28.8K | 0.77% | 25 |
|
|
2023
Q4 | $975K | Buy |
10,232
+41
| +0.4% | +$3.91K | 0.81% | 23 |
|
|
2023
Q3 | $845K | Buy |
10,191
+151
| +2% | +$12.5K | 0.77% | 26 |
|
|
2023
Q2 | $908K | Sell |
10,040
-498
| -5% | -$45K | 0.81% | 25 |
|
|
2023
Q1 | $936K | Sell |
10,538
-281
| -3% | -$24.9K | 0.89% | 24 |
|
|
2022
Q4 | $943K | Buy |
10,819
+906
| +9% | +$79K | 0.8% | 26 |
|
|
2022
Q3 | $835K | Sell |
9,913
-1,086
| -10% | -$91.5K | 0.75% | 29 |
|
|
2022
Q2 | $1.05M | Sell |
10,999
-22
| -0.2% | -$2.09K | 1.06% | 20 |
|
|
2022
Q1 | $1.29M | Sell |
11,021
-45
| -0.4% | -$5.28K | 1.22% | 17 |
|
|
2021
Q4 | $1.35M | Buy |
+11,066
| New | +$1.35M | 1.26% | 13 |
|