StrategIQ Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,697
| Closed | -$318K | – | 191 |
|
|
2018
Q4 | $318K | Sell |
3,697
-467
| -11% | -$40.2K | 0.11% | 142 |
|
|
2018
Q3 | $388K | Sell |
4,164
-14,116
| -77% | -$1.32M | 0.12% | 131 |
|
|
2018
Q2 | $1.72M | Sell |
18,280
-1,951
| -10% | -$183K | 0.59% | 43 |
|
|
2018
Q1 | $1.74M | Buy |
20,231
+3,621
| +22% | +$312K | 0.69% | 41 |
|
|
2017
Q4 | $1.56M | Sell |
16,610
-4,498
| -21% | -$421K | 0.61% | 47 |
|
|
2017
Q3 | $1.95M | Buy |
21,108
+3,994
| +23% | +$370K | 0.79% | 32 |
|
|
2017
Q2 | $1.59M | Buy |
17,114
+2,286
| +15% | +$213K | 0.68% | 36 |
|
|
2017
Q1 | $1.37M | Buy |
14,828
+2,731
| +23% | +$252K | 0.62% | 42 |
|
|
2016
Q4 | $1.13M | Buy |
12,097
+1,113
| +10% | +$104K | 0.56% | 47 |
|
|
2016
Q3 | $1.07M | Sell |
10,984
-303
| -3% | -$29.5K | 0.59% | 43 |
|
|
2016
Q2 | $1.12M | Sell |
11,287
-533
| -5% | -$53K | 0.66% | 38 |
|
|
2016
Q1 | $1.13M | Sell |
11,820
-4,544
| -28% | -$432K | 1.05% | 22 |
|
|
2015
Q4 | $1.5M | Buy |
+16,364
| New | +$1.5M | 1.53% | 14 |
|