Urban Financial Advisory Corp’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 | $452K | Sell |
4,692
-152
| -3% | -$14.7K | 0.23% | 23 |
|
|
2025
Q1 | $480K | Buy |
4,844
+30
| +0.6% | +$2.97K | 0.27% | 16 |
|
|
2024
Q4 | $476K | Buy |
4,814
+69
| +1% | +$6.82K | 0.26% | 16 |
|
|
2024
Q3 | $506K | Buy |
4,745
+37
| +0.8% | +$3.95K | 0.28% | 15 |
|
|
2024
Q2 | $438K | Sell |
4,708
-140
| -3% | -$13K | 0.27% | 17 |
|
|
2024
Q1 | $457K | Sell |
4,848
-127
| -3% | -$12K | 0.28% | 19 |
|
|
2023
Q4 | $474K | Buy |
+4,975
| New | +$474K | 0.36% | 17 |
|