Trust Company of Vermont’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
Q2 | – | Sell |
-187
| Closed | -$14K | – | 854 |
|
|
2020
Q1 | $14K | Hold |
187
| – | – | ﹤0.01% | 614 |
|
|
2019
Q4 | $19K | Hold |
187
| – | – | ﹤0.01% | 615 |
|
|
2019
Q3 | $20K | Hold |
187
| – | – | ﹤0.01% | 620 |
|
|
2019
Q2 | $18K | Buy |
+187
| New | +$18K | ﹤0.01% | 650 |
|
|
2015
Q3 | – | Sell |
-300
| Closed | -$25K | – | 813 |
|
|
2015
Q2 | $25K | Hold |
300
| – | – | ﹤0.01% | 523 |
|
|
2015
Q1 | $28K | Hold |
300
| – | – | ﹤0.01% | 487 |
|
|
2014
Q4 | $27K | Hold |
300
| – | – | ﹤0.01% | 501 |
|
|
2014
Q3 | $24K | Hold |
300
| – | – | ﹤0.01% | 510 |
|
|
2014
Q2 | $25K | Hold |
300
| – | – | ﹤0.01% | 490 |
|
|
2014
Q1 | $23K | Buy |
+300
| New | +$23K | ﹤0.01% | 499 |
|