West Wealth Group’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
Q1 | – | Sell |
-4,652
| Closed | -$443K | – | 88 |
|
|
2023
Q4 | $443K | Sell |
4,652
-899
| -16% | -$85.7K | 0.17% | 47 |
|
|
2023
Q3 | $460K | Sell |
5,551
-170
| -3% | -$14.1K | 0.2% | 44 |
|
|
2023
Q2 | $517K | Buy |
5,721
+3,333
| +140% | +$301K | 0.22% | 36 |
|
|
2023
Q1 | $212K | Buy |
+2,388
| New | +$212K | 0.1% | 66 |
|