VitalStone Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.4K | Sell |
191
-218
| -53% | -$23.3K | 0.01% | 225 |
|
|
2024
Q2 | $38.1K | Buy |
409
+218
| +114% | +$20.3K | 0.03% | 183 |
|
|
2024
Q1 | $18K | Hold |
191
| – | – | 0.01% | 235 |
|
|
2023
Q4 | $18K | Sell |
191
-324
| -63% | -$30.5K | 0.01% | 235 |
|
|
2023
Q3 | $42K | Sell |
515
-462
| -47% | -$37.7K | 0.04% | 142 |
|
|
2023
Q2 | $87K | Sell |
977
-709
| -42% | -$63.1K | 0.05% | 259 |
|
|
2023
Q1 | $207K | Buy |
1,686
+709
| +73% | +$87K | 0.17% | 63 |
|
|
2022
Q4 | $85K | Buy |
+977
| New | +$85K | 0.06% | 110 |
|