WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5
| Closed | – | – | 270 |
|
|
2019
Q1 | $0 | Sell |
5
-72
| -94% | – | ﹤0.01% | 283 |
|
|
2018
Q4 | $7K | Hold |
77
| – | – | ﹤0.01% | 208 |
|
|
2018
Q3 | $7K | Sell |
77
-67
| -47% | -$6.09K | ﹤0.01% | 218 |
|
|
2018
Q2 | $14K | Hold |
144
| – | – | 0.01% | 198 |
|
|
2018
Q1 | $12K | Hold |
144
| – | – | 0.01% | 191 |
|
|
2017
Q4 | $13K | Buy |
+144
| New | +$13K | 0.01% | 189 |
|