Transatlantique Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Hold |
4,500
| – | – | 0.16% | 159 |
|
|
2025
Q1 | $446K | Hold |
4,500
| – | – | 0.18% | 155 |
|
|
2024
Q4 | $445K | Hold |
4,500
| – | – | 0.17% | 157 |
|
|
2024
Q3 | $480K | Hold |
4,500
| – | – | 0.18% | 156 |
|
|
2024
Q2 | $419K | Hold |
4,500
| – | – | 0.17% | 152 |
|
|
2024
Q1 | $424K | Hold |
4,500
| – | – | 0.18% | 160 |
|
|
2023
Q4 | $429K | Sell |
4,500
-1,336
| -23% | -$127K | 0.2% | 158 |
|
|
2023
Q3 | $484K | Hold |
5,836
| – | – | 0.26% | 128 |
|
|
2023
Q2 | $528K | Hold |
5,836
| – | – | 0.28% | 120 |
|
|
2023
Q1 | $518K | Hold |
5,836
| – | – | 0.29% | 116 |
|
|
2022
Q4 | $509K | Buy |
5,836
+2,500
| +75% | +$218K | 0.3% | 98 |
|
|
2022
Q3 | $281K | Buy |
+3,336
| New | +$281K | 0.19% | 167 |
|