WhitTier Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
3,645
+496
| +16% | +$47.8K | 0.01% | 436 |
|
|
2025
Q1 | $312K | Buy |
3,149
+1,360
| +76% | +$135K | 0.01% | 459 |
|
|
2024
Q4 | $177K | Hold |
1,789
| – | – | ﹤0.01% | 511 |
|
|
2024
Q3 | $191K | Hold |
1,789
| – | – | ﹤0.01% | 482 |
|
|
2024
Q2 | $167K | Hold |
1,789
| – | – | ﹤0.01% | 486 |
|
|
2024
Q1 | $169K | Sell |
1,789
-1,066
| -37% | -$100K | ﹤0.01% | 491 |
|
|
2023
Q4 | $272K | Buy |
+2,855
| New | +$272K | 0.01% | 419 |
|
|
2015
Q1 | – | Sell |
-170
| Closed | -$15K | – | 902 |
|
|
2014
Q4 | $15K | Hold |
170
| – | – | ﹤0.01% | 749 |
|
|
2014
Q3 | $14K | Buy |
+170
| New | +$14K | ﹤0.01% | 754 |
|