TRUE Private Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-60
| Closed | -$6K | – | 809 |
|
2019
Q4 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 658 |
|
2019
Q3 | – | Sell |
-60
| Closed | -$5K | – | 615 |
|
2019
Q2 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 642 |
|
2018
Q4 | – | Sell |
-60
| Closed | -$5.6K | – | 774 |
|
2018
Q3 | $5.6K | Buy |
+60
| New | +$5.6K | ﹤0.01% | 875 |
|