Stratos Wealth 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 | – | Sell |
-2,927
| Closed | -$290K | – | 1472 |
|
|
2025
Q1 | $290K | Sell |
2,927
-71,027
| -96% | -$7.04M | ﹤0.01% | 1113 |
|
|
2024
Q4 | $7.31M | Sell |
73,954
-6,219
| -8% | -$615K | 0.1% | 201 |
|
|
2024
Q3 | $8.56M | Buy |
80,173
+1,845
| +2% | +$197K | 0.12% | 169 |
|
|
2024
Q2 | $7.29M | Buy |
78,328
+9,796
| +14% | +$912K | 0.12% | 179 |
|
|
2024
Q1 | $6.46M | Buy |
68,532
+65,615
| +2,249% | +$6.18M | 0.11% | 203 |
|
|
2023
Q4 | $278K | Buy |
+2,917
| New | +$278K | 0.01% | 1118 |
|
|
2018
Q4 | – | Sell |
-362
| Closed | -$34K | – | 2167 |
|
|
2018
Q3 | $34K | Buy |
+362
| New | +$34K | ﹤0.01% | 1636 |
|
|
2018
Q2 | – | Sell |
-297
| Closed | -$26K | – | 2249 |
|
|
2018
Q1 | $26K | Buy |
297
+264
| +800% | +$23.1K | ﹤0.01% | 1907 |
|
|
2017
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 2538 |
|