Sowell Financial Services’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 |
-49
| Closed | -$5K | – | 2284 |
|
2021
Q1 | $5K | Sell |
49
-1,866
| -97% | -$190K | ﹤0.01% | 2617 |
|
2020
Q4 | $166K | Buy |
1,915
+1,900
| +12,667% | +$165K | 0.01% | 927 |
|
2020
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 2421 |
|
2020
Q2 | $1K | Sell |
15
-206
| -93% | -$13.7K | ﹤0.01% | 2358 |
|
2020
Q1 | $16K | Buy |
221
+194
| +719% | +$14K | ﹤0.01% | 1464 |
|
2019
Q4 | $3K | Sell |
27
-3
| -10% | -$333 | ﹤0.01% | 2097 |
|
2019
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 1974 |
|
2017
Q1 | – | Sell |
-46
| Closed | -$4K | – | 518 |
|
2016
Q4 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 553 |
|