Strategic Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,156
| Closed | -$246K | – | 186 |
|
|
2020
Q2 | $246K | Sell |
3,156
-3,367
| -52% | -$262K | 0.09% | 155 |
|
|
2020
Q1 | $471K | Sell |
6,523
-574
| -8% | -$41.4K | 0.22% | 83 |
|
|
2019
Q4 | $724K | Sell |
7,097
-456
| -6% | -$46.5K | 0.3% | 66 |
|
|
2019
Q3 | $790K | Buy |
7,553
+3,157
| +72% | +$330K | 0.38% | 56 |
|
|
2019
Q2 | $431K | Buy |
4,396
+660
| +18% | +$64.7K | 0.24% | 72 |
|
|
2019
Q1 | $370K | Buy |
3,736
+498
| +15% | +$49.3K | 0.25% | 76 |
|
|
2018
Q4 | $278K | Buy |
+3,238
| New | +$278K | 0.25% | 84 |
|