Wealthcare Advisory Partners’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 | $5.74M | Buy |
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|
2025
Q2 | $4.06M | Buy |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $380K | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $885K | Buy |
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|
2023
Q4 | $873K | Buy |
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|
2023
Q3 | $570K | Buy |
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|
2023
Q2 | $612K | Buy |
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|
2023
Q1 | $499K | Sell |
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|
2022
Q4 | $518K | Sell |
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|
2022
Q3 | $544K | Buy |
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|
2022
Q2 | $223K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $6K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $651K | Sell |
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|
2019
Q3 | $712K | Sell |
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|
2019
Q2 | $699K | Sell |
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|
2019
Q1 | $725K | Buy |
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|
2018
Q4 | $626K | Buy |
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|
2018
Q3 | $668K | Sell |
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|
2018
Q2 | $682K | Sell |
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|
2018
Q1 | $647K | Sell |
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|
2017
Q4 | $808K | Sell |
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|
2017
Q3 | $803K | Buy |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Hold |
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|
2016
Q4 | $0 | Hold |
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|
2016
Q3 | $0 | Hold |
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|
2016
Q2 | $0 | Buy |
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