SVB Wealth’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $128K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $551K | Hold |
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|
2022
Q2 | $621K | Sell |
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|
2022
Q1 | $828K | Buy |
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|
2021
Q4 | $675K | Buy |
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|
2021
Q3 | $351K | Hold |
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|
2021
Q2 | $349K | Sell |
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|
2021
Q1 | $338K | Sell |
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|
2020
Q4 | $335K | Sell |
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|
2020
Q3 | $302K | Hold |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $310K | Hold |
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|
2019
Q2 | $293K | Buy |
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