West Paces Advisors’s SPDR Dow Jones REIT ETF RWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6K | Buy |
+203
| New | +$19.6K | ﹤0.01% | 183 |
|
|
2020
Q4 | – | Sell |
-300
| Closed | -$23.4K | – | 421 |
|
|
2020
Q3 | $23.4K | Hold |
300
| – | – | 0.01% | 232 |
|
|
2020
Q2 | $23.4K | Hold |
300
| – | – | 0.01% | 239 |
|
|
2020
Q1 | $21.7K | Sell |
300
-375
| -56% | -$27.1K | 0.01% | 236 |
|
|
2019
Q4 | $68.9K | Hold |
675
| – | – | 0.04% | 170 |
|
|
2019
Q3 | $70.6K | Hold |
675
| – | – | 0.04% | 156 |
|
|
2019
Q2 | $66.7K | Hold |
675
| – | – | 0.04% | 156 |
|
|
2019
Q1 | $66.8K | Buy |
675
+300
| +80% | +$29.7K | 0.05% | 156 |
|
|
2018
Q4 | $32.3K | Hold |
375
| – | – | 0.02% | 208 |
|
|
2018
Q3 | $35K | Hold |
375
| – | – | 0.03% | 211 |
|
|
2018
Q2 | $35.2K | Hold |
375
| – | – | 0.03% | 205 |
|
|
2018
Q1 | $32.3K | Sell |
375
-2,886
| -89% | -$249K | 0.02% | 206 |
|
|
2017
Q4 | $306K | Hold |
3,261
| – | – | 0.23% | 84 |
|
|
2017
Q3 | $302K | Sell |
3,261
-884
| -21% | -$81.8K | 0.23% | 85 |
|
|
2017
Q2 | $385K | Hold |
4,145
| – | – | 0.31% | 77 |
|
|
2017
Q1 | $383K | Sell |
4,145
-1,715
| -29% | -$158K | 0.31% | 72 |
|
|
2016
Q4 | $547K | Buy |
+5,860
| New | +$547K | 0.51% | 47 |
|