Summit 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $554K | Hold |
5,877
| – | – | 0.2% | 115 |
|
|
2023
Q4 | $560K | Sell |
5,877
-562
| -9% | -$53.6K | 0.21% | 113 |
|
|
2023
Q3 | $534K | Sell |
6,439
-2,573
| -29% | -$213K | 0.22% | 109 |
|
|
2023
Q2 | $815K | Sell |
9,012
-2,715
| -23% | -$246K | 0.32% | 90 |
|
|
2023
Q1 | $1.04M | Hold |
11,727
| – | – | 0.39% | 74 |
|
|
2022
Q4 | $1.02M | Sell |
11,727
-1,450
| -11% | -$126K | 0.4% | 74 |
|
|
2022
Q3 | $1.11M | Buy |
13,177
+400
| +3% | +$33.7K | 0.46% | 61 |
|
|
2022
Q2 | $1.22M | Buy |
12,777
+370
| +3% | +$35.2K | 0.47% | 58 |
|
|
2022
Q1 | $1.46M | Buy |
12,407
+340
| +3% | +$39.9K | 0.49% | 57 |
|
|
2021
Q4 | $1.47M | Buy |
12,067
+4,600
| +62% | +$562K | 0.48% | 60 |
|
|
2021
Q3 | $787K | Buy |
7,467
+530
| +8% | +$55.9K | 0.28% | 92 |
|
|
2021
Q2 | $728K | Buy |
6,937
+735
| +12% | +$77.1K | 0.27% | 92 |
|
|
2021
Q1 | $587K | Buy |
+6,202
| New | +$587K | 0.24% | 96 |
|