Sonora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-126
| Closed | -$12K | – | 1055 |
|
|
2021
Q1 | $12K | Hold |
126
| – | – | ﹤0.01% | 1168 |
|
|
2020
Q4 | $11K | Hold |
126
| – | – | ﹤0.01% | 1172 |
|
|
2020
Q3 | $10K | Buy |
+126
| New | +$10K | ﹤0.01% | 1215 |
|
|
2019
Q4 | – | Sell |
-260
| Closed | -$27K | – | 1723 |
|
|
2019
Q3 | $27K | Buy |
+260
| New | +$27K | ﹤0.01% | 708 |
|
|
2017
Q3 | – | Sell |
-71
| Closed | -$6.6K | – | 1218 |
|
|
2017
Q2 | $6.6K | Buy |
+71
| New | +$6.6K | ﹤0.01% | 795 |
|