United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
3,108
+114
| +4% | +$11K | ﹤0.01% | 916 |
|
|
2025
Q1 | $297K | Hold |
2,994
| – | – | ﹤0.01% | 882 |
|
|
2024
Q4 | $296K | Hold |
2,994
| – | – | ﹤0.01% | 877 |
|
|
2024
Q3 | $320K | Hold |
2,994
| – | – | ﹤0.01% | 855 |
|
|
2024
Q2 | $279K | Sell |
2,994
-21
| -0.7% | -$1.96K | ﹤0.01% | 873 |
|
|
2024
Q1 | $284K | Buy |
3,015
+17
| +0.6% | +$1.6K | ﹤0.01% | 891 |
|
|
2023
Q4 | $286K | Sell |
2,998
-4,455
| -60% | -$425K | ﹤0.01% | 888 |
|
|
2023
Q3 | $618K | Sell |
7,453
-1,030
| -12% | -$85.4K | ﹤0.01% | 599 |
|
|
2023
Q2 | $767K | Buy |
8,483
+3,168
| +60% | +$287K | ﹤0.01% | 606 |
|
|
2023
Q1 | $472K | Sell |
5,315
-2,254
| -30% | -$200K | ﹤0.01% | 732 |
|
|
2022
Q4 | $660K | Buy |
7,569
+1,127
| +17% | +$98.2K | ﹤0.01% | 711 |
|
|
2022
Q3 | $543K | Buy |
6,442
+1,092
| +20% | +$92K | ﹤0.01% | 744 |
|
|
2022
Q2 | $509K | Sell |
5,350
-332
| -6% | -$31.6K | ﹤0.01% | 790 |
|
|
2022
Q1 | $667K | Sell |
5,682
-3,827
| -40% | -$449K | ﹤0.01% | 767 |
|
|
2021
Q4 | $1.16M | Buy |
9,509
+793
| +9% | +$96.9K | 0.01% | 647 |
|
|
2021
Q3 | $919K | Buy |
8,716
+827
| +10% | +$87.2K | ﹤0.01% | 698 |
|
|
2021
Q2 | $827K | Sell |
7,889
-111
| -1% | -$11.6K | ﹤0.01% | 739 |
|
|
2021
Q1 | $757K | Sell |
8,000
-907
| -10% | -$85.8K | ﹤0.01% | 741 |
|
|
2020
Q4 | $772K | Sell |
8,907
-217
| -2% | -$18.8K | ﹤0.01% | 740 |
|
|
2020
Q3 | $711K | Sell |
9,124
-218
| -2% | -$17K | ﹤0.01% | 744 |
|
|
2020
Q2 | $729K | Buy |
9,342
+248
| +3% | +$19.4K | 0.01% | 746 |
|
|
2020
Q1 | $657K | Sell |
9,094
-829
| -8% | -$59.9K | 0.01% | 730 |
|
|
2019
Q4 | $1.01M | Sell |
9,923
-115
| -1% | -$11.7K | 0.01% | 770 |
|
|
2019
Q3 | $1.05M | Buy |
10,038
+1,604
| +19% | +$168K | 0.01% | 729 |
|
|
2019
Q2 | $833K | Sell |
8,434
-2,869
| -25% | -$283K | 0.01% | 866 |
|
|
2019
Q1 | $1.12M | Sell |
11,303
-9,520
| -46% | -$942K | 0.01% | 745 |
|
|
2018
Q4 | $1.79M | Sell |
20,823
-18,311
| -47% | -$1.57M | 0.01% | 584 |
|
|
2018
Q3 | $3.65M | Sell |
39,134
-65,864
| -63% | -$6.14M | 0.03% | 493 |
|
|
2018
Q2 | $9.87M | Sell |
104,998
-11,199
| -10% | -$1.05M | 0.07% | 303 |
|
|
2018
Q1 | $10M | Sell |
116,197
-982
| -0.8% | -$84.6K | 0.08% | 293 |
|
|
2017
Q4 | $11M | Buy |
117,179
+12,395
| +12% | +$1.16M | 0.09% | 278 |
|
|
2017
Q3 | $9.69M | Buy |
104,784
+7,525
| +8% | +$696K | 0.08% | 289 |
|
|
2017
Q2 | $9.04M | Buy |
97,259
+10,285
| +12% | +$956K | 0.08% | 288 |
|
|
2017
Q1 | $8.03M | Buy |
86,974
+49,961
| +135% | +$4.61M | 0.07% | 307 |
|
|
2016
Q4 | $3.46M | Buy |
37,013
+34,798
| +1,571% | +$3.25M | 0.03% | 449 |
|
|
2016
Q3 | $216K | Sell |
2,215
-555
| -20% | -$54.1K | ﹤0.01% | 1170 |
|
|
2016
Q2 | $274K | Buy |
2,770
+292
| +12% | +$28.9K | ﹤0.01% | 1061 |
|
|
2016
Q1 | $236K | Sell |
2,478
-308
| -11% | -$29.3K | ﹤0.01% | 1076 |
|
|
2015
Q4 | $255K | Sell |
2,786
-57
| -2% | -$5.22K | ﹤0.01% | 1059 |
|
|
2015
Q3 | $245K | Hold |
2,843
| – | – | ﹤0.01% | 1106 |
|
|
2015
Q2 | $240K | Buy |
2,843
+13
| +0.5% | +$1.1K | ﹤0.01% | 1131 |
|
|
2015
Q1 | $252K | Buy |
2,830
+393
| +16% | +$35K | ﹤0.01% | 1117 |
|
|
2014
Q4 | $221K | Sell |
2,437
-139
| -5% | -$12.6K | ﹤0.01% | 1071 |
|
|
2014
Q3 | $206K | Buy |
+2,576
| New | +$206K | ﹤0.01% | 1044 |
|
|
2013
Q4 | – | Sell |
-2,785
| Closed | -$203K | – | 736 |
|
|
2013
Q3 | $203K | Sell |
2,785
-570
| -17% | -$41.5K | 0.01% | 639 |
|
|
2013
Q2 | $255K | Buy |
+3,355
| New | +$255K | 0.01% | 625 |
|