Summit Financial Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $554K | Hold |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $534K | Sell |
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|
2023
Q2 | $815K | Sell |
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|
2023
Q1 | $1.04M | Hold |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $787K | Buy |
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|
2021
Q2 | $728K | Buy |
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|
2021
Q1 | $587K | Buy |
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