TWA
TCI 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-100
| Closed | -$9K | – | 1376 |
|
2017
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 601 |
|
2016
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 648 |
|
2016
Q3 | $10K | Hold |
100
| – | – | 0.01% | 581 |
|
2016
Q2 | $10K | Hold |
100
| – | – | 0.01% | 578 |
|
2016
Q1 | $10K | Buy |
100
+66
| +194% | +$6.6K | 0.01% | 582 |
|
2015
Q4 | $3K | Sell |
34
-28
| -45% | -$2.47K | ﹤0.01% | 812 |
|
2015
Q3 | $5K | Sell |
62
-125
| -67% | -$10.1K | ﹤0.01% | 640 |
|
2015
Q2 | $16K | Buy |
187
+125
| +202% | +$10.7K | 0.01% | 440 |
|
2015
Q1 | $6K | Buy |
+62
| New | +$6K | ﹤0.01% | 545 |
|