TrinityPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,746
| Closed | -$239K | – | 293 |
|
|
2022
Q4 | $239K | Sell |
2,746
-950
| -26% | -$82.8K | 0.05% | 240 |
|
|
2022
Q3 | $311K | Buy |
3,696
+276
| +8% | +$23.2K | 0.07% | 199 |
|
|
2022
Q2 | $325K | Hold |
3,420
| – | – | 0.07% | 202 |
|
|
2022
Q1 | $401K | Buy |
3,420
+900
| +36% | +$106K | 0.07% | 208 |
|
|
2021
Q4 | $308K | Buy |
+2,520
| New | +$308K | 0.05% | 250 |
|