SWA
Sutton Wealth Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-699
| Closed | -$69.1K | – | 1212 |
|
|
2019
Q2 | $69.1K | Hold |
699
| – | – | 0.04% | 242 |
|
|
2019
Q1 | $69.1K | Hold |
699
| – | – | 0.04% | 246 |
|
|
2018
Q4 | $60.1K | Hold |
699
| – | – | 0.04% | 249 |
|
|
2018
Q3 | $65.2K | Hold |
699
| – | – | 0.04% | 244 |
|
|
2018
Q2 | $65.7K | Hold |
699
| – | – | 0.05% | 239 |
|
|
2018
Q1 | $60.2K | Hold |
699
| – | – | 0.04% | 242 |
|
|
2017
Q4 | $65.5K | Hold |
699
| – | – | 0.05% | 229 |
|
|
2017
Q3 | $64.7K | Hold |
699
| – | – | 0.05% | 232 |
|
|
2017
Q2 | $65K | Hold |
699
| – | – | 0.05% | 228 |
|
|
2017
Q1 | $64.5K | Hold |
699
| – | – | 0.05% | 222 |
|
|
2016
Q4 | $65.3K | Hold |
699
| – | – | 0.06% | 223 |
|
|
2016
Q3 | $68.1K | Hold |
699
| – | – | 0.06% | 215 |
|
|
2016
Q2 | $69.5K | Hold |
699
| – | – | 0.07% | 211 |
|
|
2016
Q1 | $66.5K | Buy |
+699
| New | +$66.5K | 0.06% | 210 |
|