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Whitegate Investment Counselors’s SPDR Dow Jones REIT ETF RWR Stock Holding History

Whitegate Investment Counselors’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,700
Closed -$275K – 198
2019
Q4 		$275K Hold
2,700
– – 0.05% 174
2019
Q3 		$282K Hold
2,700
– – 0.06% 166
2019
Q2 		$267K Hold
2,700
– – 0.05% 167
2019
Q1 		$267K Buy
+2,700
New +$267K 0.06% 166