Wealthspire Advisors (Maryland)’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
Q1 | – | Sell |
-708
| Closed | -$61K | – | 2582 |
|
|
2018
Q4 | $61K | Buy |
708
+9
| +1% | +$775 | 0.01% | 773 |
|
|
2018
Q3 | $65K | Buy |
699
+9
| +1% | +$837 | 0.01% | 871 |
|
|
2018
Q2 | $65K | Buy |
690
+6
| +0.9% | +$565 | 0.01% | 884 |
|
|
2018
Q1 | $59K | Sell |
684
-515
| -43% | -$44.4K | 0.01% | 919 |
|
|
2017
Q4 | $112K | Sell |
1,199
-259
| -18% | -$24.2K | 0.01% | 671 |
|
|
2017
Q3 | $135K | Buy |
1,458
+12
| +0.8% | +$1.11K | 0.01% | 603 |
|
|
2017
Q2 | $134K | Buy |
1,446
+12
| +0.8% | +$1.11K | 0.02% | 588 |
|
|
2017
Q1 | $132K | Sell |
1,434
-1,981
| -58% | -$182K | 0.02% | 502 |
|
|
2016
Q4 | $319K | Buy |
3,415
+11
| +0.3% | +$1.03K | 0.05% | 259 |
|
|
2016
Q3 | $331K | Buy |
3,404
+11
| +0.3% | +$1.07K | 0.05% | 245 |
|
|
2016
Q2 | $337K | Buy |
3,393
+11
| +0.3% | +$1.09K | 0.06% | 228 |
|
|
2016
Q1 | $322K | Buy |
3,382
+15
| +0.4% | +$1.43K | 0.06% | 239 |
|
|
2015
Q4 | $308K | Buy |
+3,367
| New | +$308K | 0.06% | 254 |
|