WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $28K | Buy |
302
+57
| +23% | +$5.29K | 0.01% | 864 |
|
|
2017
Q1 | $23K | Sell |
245
-200
| -45% | -$18.8K | 0.01% | 858 |
|
|
2016
Q4 | $41K | Sell |
445
-165
| -27% | -$15.2K | 0.01% | 758 |
|
|
2016
Q3 | $59K | Sell |
610
-66
| -10% | -$6.38K | 0.01% | 663 |
|
|
2016
Q2 | $67K | Buy |
676
+166
| +33% | +$16.5K | 0.02% | 616 |
|
|
2016
Q1 | $49K | Buy |
510
+270
| +113% | +$25.9K | 0.01% | 671 |
|
|
2015
Q4 | $22K | Sell |
240
-501
| -68% | -$45.9K | 0.01% | 876 |
|
|
2015
Q3 | $64K | Sell |
741
-99
| -12% | -$8.55K | 0.02% | 570 |
|
|
2015
Q2 | $71K | Sell |
840
-483
| -37% | -$40.8K | 0.02% | 629 |
|
|
2015
Q1 | $125K | Sell |
1,323
-54
| -4% | -$5.1K | 0.03% | 464 |
|
|
2014
Q4 | $125K | Sell |
1,377
-913
| -40% | -$82.9K | 0.03% | 572 |
|
|
2014
Q3 | $183K | Buy |
2,290
+3
| +0.1% | +$240 | 0.03% | 474 |
|
|
2014
Q2 | $190K | Sell |
2,287
-1,519
| -40% | -$126K | 0.04% | 455 |
|
|
2014
Q1 | $297K | Sell |
3,806
-176
| -4% | -$13.7K | 0.06% | 349 |
|
|
2013
Q4 | $284K | Buy |
3,982
+6
| +0.2% | +$428 | 0.04% | 435 |
|
|
2013
Q3 | $290K | Sell |
3,976
-8,556
| -68% | -$624K | 0.04% | 401 |
|
|
2013
Q2 | $952K | Buy |
+12,532
| New | +$952K | 0.16% | 158 |
|