Valmark Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $969K | Buy |
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|
2025
Q2 | $914K | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $980K | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $871K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $2M | Sell |
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|
2021
Q4 | $2.09M | Sell |
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|
2021
Q3 | $1.84M | Sell |
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|
2021
Q2 | $1.84M | Sell |
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|
2021
Q1 | $1.72M | Sell |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $1.5M | Sell |
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|
2020
Q2 | $1.63M | Buy |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.93M | Sell |
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|
2019
Q3 | $1.99M | Buy |
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|
2019
Q2 | $1.79M | Sell |
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|
2019
Q1 | $1.89M | Sell |
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|
2018
Q4 | $1.72M | Sell |
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|
2018
Q3 | $1.97M | Sell |
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|
2018
Q2 | $2.03M | Sell |
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|
2018
Q1 | $1.93M | Sell |
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|
2017
Q4 | $2.14M | Buy |
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|
2017
Q3 | $440K | Sell |
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|
2017
Q2 | $454K | Sell |
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|
2017
Q1 | $484K | Sell |
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|
2016
Q4 | $92.7M | Buy |
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|
2016
Q3 | $91.3M | Sell |
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|
2016
Q2 | $94.2M | Sell |
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|
2016
Q1 | $94.2M | Sell |
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|
2015
Q4 | $92.9M | Sell |
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|
2015
Q3 | $97.2M | Sell |
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|
2015
Q2 | $99.3M | Buy |
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|
2015
Q1 | $102M | Sell |
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|
2014
Q4 | $99.8M | Sell |
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|
2014
Q3 | $96.7M | Buy |
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|
2014
Q2 | $97.4M | Buy |
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|
2014
Q1 | $89.7M | Buy |
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|
2013
Q4 | $66M | Sell |
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|
2013
Q3 | $73M | Buy |
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|
2013
Q2 | $66.5M | Buy |
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