Whittier Trust’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
Q3 | – | Sell |
-66
| Closed | -$6K | – | 1342 |
|
|
2017
Q2 | $6K | Hold |
66
| – | – | ﹤0.01% | 1074 |
|
|
2017
Q1 | $6K | Hold |
66
| – | – | ﹤0.01% | 1117 |
|
|
2016
Q4 | $6K | Hold |
66
| – | – | ﹤0.01% | 1033 |
|
|
2016
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 1028 |
|
|
2016
Q2 | $7K | Hold |
66
| – | – | ﹤0.01% | 1031 |
|
|
2016
Q1 | $6K | Hold |
66
| – | – | ﹤0.01% | 1024 |
|
|
2015
Q4 | $6K | Hold |
66
| – | – | ﹤0.01% | 1023 |
|
|
2015
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 1011 |
|
|
2015
Q2 | $6K | Hold |
66
| – | – | ﹤0.01% | 1069 |
|
|
2015
Q1 | $6K | Hold |
66
| – | – | ﹤0.01% | 1093 |
|
|
2014
Q4 | $6K | Hold |
66
| – | – | ﹤0.01% | 937 |
|
|
2014
Q3 | $5K | Hold |
66
| – | – | ﹤0.01% | 939 |
|
|
2014
Q2 | $5K | Hold |
66
| – | – | ﹤0.01% | 942 |
|
|
2014
Q1 | $5K | Hold |
66
| – | – | ﹤0.01% | 963 |
|
|
2013
Q4 | $5K | Hold |
66
| – | – | ﹤0.01% | 968 |
|
|
2013
Q3 | $5K | Hold |
66
| – | – | ﹤0.01% | 974 |
|
|
2013
Q2 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 976 |
|