TD Private Client Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $83.7K | Buy |
829
+152
| +22% | +$15.7K | ﹤0.01% | 785 |
|
|
2025
Q4 | $66.5K | Hold |
677
| – | – | ﹤0.01% | 836 |
|
|
2025
Q3 | $67.9K | Buy |
677
+56
| +9% | +$5.5K | ﹤0.01% | 808 |
|
|
2025
Q2 | $59.9K | Sell |
621
-411
| -40% | -$39.5K | ﹤0.01% | 816 |
|
|
2025
Q1 | $102K | Buy |
1,032
+41
| +4% | +$4.09K | ﹤0.01% | 706 |
|
|
2024
Q4 | $98K | Hold |
991
| – | – | ﹤0.01% | 719 |
|
|
2024
Q3 | $106K | Sell |
991
-154
| -13% | -$15.6K | ﹤0.01% | 702 |
|
|
2024
Q2 | $107K | Buy |
1,145
+51
| +5% | +$4.63K | ﹤0.01% | 683 |
|
|
2024
Q1 | $103K | Buy |
1,094
+20
| +2% | +$1.86K | ﹤0.01% | 686 |
|
|
2023
Q4 | $102K | Sell |
1,074
-631
| -37% | -$54.2K | ﹤0.01% | 687 |
|
|
2023
Q3 | $141K | Buy |
1,705
+51
| +3% | +$4.58K | 0.01% | 597 |
|
|
2023
Q2 | $150K | Buy |
1,654
+44
| +3% | +$3.88K | 0.01% | 601 |
|
|
2023
Q1 | $143K | Buy |
1,610
+549
| +52% | +$50.1K | 0.01% | 599 |
|
|
2022
Q4 | $92.5K | Buy |
1,061
+120
| +13% | +$10.5K | ﹤0.01% | 636 |
|
|
2022
Q3 | $79.3K | Buy |
941
+40
| +4% | +$3.9K | ﹤0.01% | 651 |
|
|
2022
Q2 | $85.7K | Buy |
901
+19
| +2% | +$2.01K | ﹤0.01% | 634 |
|
|
2022
Q1 | $103K | Hold |
882
| – | – | ﹤0.01% | 635 |
|
|
2021
Q4 | $108K | Sell |
882
-27
| -3% | -$3.11K | ﹤0.01% | 627 |
|
|
2021
Q3 | $95.8K | Hold |
909
| – | – | ﹤0.01% | 635 |
|
|
2021
Q2 | $95.3K | Sell |
909
-36
| -4% | -$3.69K | ﹤0.01% | 625 |
|
|
2021
Q1 | $89.5K | Sell |
945
-19
| -2% | -$1.72K | ﹤0.01% | 616 |
|
|
2020
Q4 | $83.6K | Buy |
964
+25
| +3% | +$2.09K | ﹤0.01% | 582 |
|
|
2020
Q3 | $73.2K | Buy |
939
+20
| +2% | +$1.59K | ﹤0.01% | 564 |
|
|
2020
Q2 | $71.7K | Buy |
919
+422
| +85% | +$32.3K | ﹤0.01% | 559 |
|
|
2020
Q1 | $35.9K | Sell |
497
-371
| -43% | -$35.1K | ﹤0.01% | 622 |
|
|
2019
Q4 | $88.6K | Buy |
+868
| New | +$89.8K | 0.01% | 534 |
|
Other funds holding RWR
MSA
