Transamerica Financial Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-14
| Closed | -$2K | – | 531 |
|
|
2018
Q3 | $2K | Sell |
14
-7,240
| -100% | -$1.03M | ﹤0.01% | 381 |
|
|
2018
Q2 | $682K | Buy |
+7,254
| New | +$682K | 0.15% | 106 |
|
|
2016
Q4 | – | Sell |
-82
| Closed | -$8K | – | 466 |
|
|
2016
Q3 | $8K | Hold |
82
| – | – | ﹤0.01% | 264 |
|
|
2016
Q2 | $9K | Buy |
+82
| New | +$9K | ﹤0.01% | 254 |
|
|
2015
Q2 | – | Sell |
-9,417
| Closed | -$891K | – | 926 |
|
|
2015
Q1 | $891K | Buy |
+9,417
| New | +$891K | 0.06% | 181 |
|