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
302
+57
+23% +$5.3K 0.01% 864
2017
Q1
$23K Sell
245
-200
-45% -$18.6K 0.01% 858
2016
Q4
$41K Sell
445
-165
-27% -$15.1K 0.01% 758
2016
Q3
$59K Sell
610
-66
-10% -$6.62K 0.01% 663
2016
Q2
$67K Buy
676
+166
+33% +$15.7K 0.02% 616
2016
Q1
$49K Buy
510
+270
+113% +$24K 0.01% 671
2015
Q4
$22K Sell
240
-501
-68% -$45.3K 0.01% 876
2015
Q3
$64K Sell
741
-99
-12% -$8.62K 0.02% 570
2015
Q2
$71K Sell
840
-483
-37% -$43.3K 0.02% 629
2015
Q1
$125K Sell
1,323
-54
-4% -$5.14K 0.03% 464
2014
Q4
$125K Sell
1,377
-913
-40% -$80K 0.03% 572
2014
Q3
$183K Buy
2,290
+3
+0.1% +$251 0.03% 474
2014
Q2
$190K Sell
2,287
-1,519
-40% -$124K 0.04% 455
2014
Q1
$297K Sell
3,806
-176
-4% -$13.3K 0.06% 349
2013
Q4
$284K Buy
3,982
+6
+0.2% +$441 0.04% 435
2013
Q3
$290K Sell
3,976
-8,556
-68% -$641K 0.04% 401
2013
Q2
$952K Buy
+12,532
New +$1M 0.16% 158

Other funds holding RWR