Strategic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
5,563
-27
| -0.5% | -$2.6K | 0.25% | 48 |
|
|
2025
Q1 | $554K | Buy |
5,590
+77
| +1% | +$7.63K | 0.29% | 47 |
|
|
2024
Q4 | $545K | Sell |
5,513
-2
| -0% | -$198 | 0.28% | 47 |
|
|
2024
Q3 | $589K | Buy |
5,515
+85
| +2% | +$9.07K | 0.3% | 45 |
|
|
2024
Q2 | $506K | Sell |
5,430
-1,189
| -18% | -$111K | 0.28% | 45 |
|
|
2024
Q1 | $624K | Buy |
6,619
+127
| +2% | +$12K | 0.35% | 44 |
|
|
2023
Q4 | $619K | Sell |
6,492
-26
| -0.4% | -$2.48K | 0.36% | 38 |
|
|
2023
Q3 | $541K | Buy |
6,518
+22
| +0.3% | +$1.83K | 0.33% | 42 |
|
|
2023
Q2 | $588K | Sell |
6,496
-35
| -0.5% | -$3.17K | 0.33% | 40 |
|
|
2023
Q1 | $580K | Buy |
6,531
+118
| +2% | +$10.5K | 0.36% | 40 |
|
|
2022
Q4 | $559K | Hold |
6,413
| – | – | 0.34% | 38 |
|
|
2022
Q3 | $540K | Sell |
6,413
-225
| -3% | -$18.9K | 0.34% | 33 |
|
|
2022
Q2 | $631K | Sell |
6,638
-20
| -0.3% | -$1.9K | 0.37% | 35 |
|
|
2022
Q1 | $781K | Sell |
6,658
-422
| -6% | -$49.5K | 0.4% | 33 |
|
|
2021
Q4 | $865K | Sell |
7,080
-162
| -2% | -$19.8K | 0.42% | 33 |
|
|
2021
Q3 | $764K | Buy |
7,242
+720
| +11% | +$76K | 0.41% | 34 |
|
|
2021
Q2 | $684K | Buy |
6,522
+106
| +2% | +$11.1K | 0.38% | 34 |
|
|
2021
Q1 | $607K | Sell |
6,416
-1,647
| -20% | -$156K | 0.36% | 37 |
|
|
2020
Q4 | $699K | Sell |
8,063
-37
| -0.5% | -$3.21K | 0.46% | 32 |
|
|
2020
Q3 | $632K | Buy |
8,100
+1,779
| +28% | +$139K | 0.49% | 31 |
|
|
2020
Q2 | $493K | Buy |
6,321
+26
| +0.4% | +$2.03K | 0.41% | 34 |
|
|
2020
Q1 | $455K | Buy |
6,295
+899
| +17% | +$65K | 0.48% | 36 |
|
|
2019
Q4 | $551K | Buy |
+5,396
| New | +$551K | 0.45% | 45 |
|