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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65K | Hold |
644
| – | – | ﹤0.01% | 2630 |
|
|
2025
Q4 | $63.3K | Sell |
644
-446
| -41% | -$44.4K | ﹤0.01% | 2547 |
|
|
2025
Q3 | $109K | Buy |
1,090
+25
| +2% | +$2.46K | ﹤0.01% | 2180 |
|
|
2025
Q2 | $103K | Sell |
1,065
-75
| -7% | -$7.2K | ﹤0.01% | 2102 |
|
|
2025
Q1 | $113K | Buy |
1,140
+696
| +157% | +$69.5K | ﹤0.01% | 1946 |
|
|
2024
Q4 | $43.9K | Hold |
444
| – | – | ﹤0.01% | 2406 |
|
|
2024
Q3 | $47.4K | Buy |
444
+421
| +1,830% | +$42.6K | ﹤0.01% | 2258 |
|
|
2024
Q2 | $2.14K | Hold |
23
| – | – | ﹤0.01% | 3274 |
|
|
2024
Q1 | $2.17K | Sell |
23
-221
| -91% | -$20.6K | ﹤0.01% | 3275 |
|
|
2023
Q4 | $23.3K | Hold |
244
| – | – | ﹤0.01% | 2337 |
|
|
2023
Q3 | $20.2K | Hold |
244
| – | – | ﹤0.01% | 2303 |
|
|
2023
Q2 | $22.1K | Sell |
244
-170
| -41% | -$15K | ﹤0.01% | 2245 |
|
|
2023
Q1 | $36.8K | Buy |
414
+193
| +87% | +$17.6K | ﹤0.01% | 1987 |
|
|
2022
Q4 | $19.3K | Sell |
221
-13
| -6% | -$1.14K | ﹤0.01% | 2246 |
|
|
2022
Q3 | $20K | Sell |
234
-240
| -51% | -$23.4K | ﹤0.01% | 2230 |
|
|
2022
Q2 | $45K | Sell |
474
-150
| -24% | -$15.9K | ﹤0.01% | 1853 |
|
|
2022
Q1 | $73K | Sell |
624
-38
| -6% | -$4.33K | ﹤0.01% | 1730 |
|
|
2021
Q4 | $81K | Buy |
662
+484
| +272% | +$55.7K | ﹤0.01% | 1679 |
|
|
2021
Q3 | $19K | Hold |
178
| – | – | ﹤0.01% | 2355 |
|
|
2021
Q2 | $19K | Hold |
178
| – | – | ﹤0.01% | 5199 |
|
|
2021
Q1 | $16.9K | Hold |
178
| – | – | ﹤0.01% | 2555 |
|
|
2020
Q4 | $15K | Hold |
178
| – | – | ﹤0.01% | 2163 |
|
|
2020
Q3 | $14K | Hold |
178
| – | – | ﹤0.01% | 2020 |
|
|
2020
Q2 | $14K | Sell |
178
-2,105
| -92% | -$161K | ﹤0.01% | 1908 |
|
|
2020
Q1 | $164K | Buy |
2,283
+1,644
| +257% | +$156K | 0.01% | 852 |
|
|
2019
Q4 | $65K | Buy |
639
+461
| +259% | +$47.7K | ﹤0.01% | 1295 |
|
|
2019
Q3 | $18K | Hold |
178
| – | – | ﹤0.01% | 1764 |
|
|
2019
Q2 | $17K | Buy |
+178
| New | +$17.7K | ﹤0.01% | 1767 |
|
|
2018
Q4 | – | Sell |
-18
| Closed | -$2K | – | 1879 |
|
|
2018
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 2396 |
|
|
2018
Q2 | $2K | Buy |
+18
| New | +$1.6K | ﹤0.01% | 2247 |
|
|
2017
Q3 | – | Sell |
-57
| Closed | -$5K | – | 1747 |
|
|
2017
Q2 | $5K | Hold |
57
| – | – | ﹤0.01% | 1226 |
|
|
2017
Q1 | $5K | Hold |
57
| – | – | ﹤0.01% | 1128 |
|
|
2016
Q4 | $5K | Buy |
+57
| New | +$5.22K | ﹤0.01% | 663 |
|
Other funds holding RWR
MSA
