WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $28K | Buy |
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|
2017
Q1 | $23K | Sell |
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|
2016
Q4 | $41K | Sell |
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|
2016
Q3 | $59K | Sell |
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|
2016
Q2 | $67K | Buy |
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|
2016
Q1 | $49K | Buy |
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|
2015
Q4 | $22K | Sell |
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|
2015
Q3 | $64K | Sell |
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|
2015
Q2 | $71K | Sell |
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|
2015
Q1 | $125K | Sell |
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|
2014
Q4 | $125K | Sell |
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|
2014
Q3 | $183K | Buy |
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|
2014
Q2 | $190K | Sell |
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|
2014
Q1 | $297K | Sell |
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|
2013
Q4 | $284K | Buy |
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|
2013
Q3 | $290K | Sell |
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|
2013
Q2 | $952K | Buy |
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