Steward Partners Investment Advisory’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 | $109K | Buy |
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|
2025
Q2 | $103K | Sell |
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|
2025
Q1 | $113K | Buy |
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|
2024
Q4 | $43.9K | Hold |
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|
2024
Q3 | $47.4K | Buy |
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|
2024
Q2 | $2.14K | Hold |
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|
2024
Q1 | $2.17K | Sell |
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|
2023
Q4 | $23.3K | Hold |
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|
2023
Q3 | $20.2K | Hold |
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|
2023
Q2 | $22.1K | Sell |
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|
2023
Q1 | $36.8K | Buy |
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|
2022
Q4 | $19.3K | Sell |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $45K | Sell |
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|
2022
Q1 | $73K | Sell |
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|
2021
Q4 | $81K | Buy |
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|
2021
Q3 | $19K | Hold |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $16.9K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $14K | Hold |
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|
2020
Q2 | $14K | Sell |
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|
2020
Q1 | $164K | Buy |
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|
2019
Q4 | $65K | Buy |
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|
2019
Q3 | $18K | Hold |
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|
2019
Q2 | $17K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $5K | Buy |
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