SteelBridge Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,279
| Closed | -$213K | – | 33 |
|
|
2017
Q4 | $213K | Hold |
2,279
| – | – | 1.8% | 31 |
|
|
2017
Q3 | $211K | Sell |
2,279
-1,200
| -34% | -$111K | 2.02% | 27 |
|
|
2017
Q2 | $323K | Hold |
3,479
| – | – | 0.45% | 51 |
|
|
2017
Q1 | $321K | Hold |
3,479
| – | – | 0.49% | 47 |
|
|
2016
Q4 | $322K | Buy |
3,479
+1,238
| +55% | +$115K | 0.51% | 44 |
|
|
2016
Q3 | $218K | Hold |
2,241
| – | – | 0.63% | 41 |
|
|
2016
Q2 | $227K | Sell |
2,241
-3,113
| -58% | -$315K | 0.69% | 37 |
|
|
2016
Q1 | $509K | Buy |
+5,354
| New | +$509K | 1.03% | 18 |
|