Ullmann Wealth Partners Group’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $349K | Sell |
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|
2019
Q3 | $862K | Sell |
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|
2019
Q2 | $1.21M | Sell |
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|
2019
Q1 | $1.91M | Sell |
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|
2018
Q4 | $2.14M | Sell |
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|
2018
Q3 | $2.48M | Buy |
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|
2018
Q2 | $2.25M | Buy |
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|
2018
Q1 | $2M | Buy |
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|
2017
Q4 | $2.16M | Sell |
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|
2017
Q3 | $3.97M | Buy |
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|
2017
Q2 | $2.08M | Sell |
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|
2017
Q1 | $2.27M | Sell |
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|
2016
Q4 | $3.75M | Buy |
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