Capital Directions Investment Advisors, LLC Spdr Dow Jones Reit ETF Transaction History

Capital Directions Investment Advisors, LLC

  • $268 Million
  • Q4 2022

A detailed history of Capital Directions Investment Advisors, LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 8,231 shares of RWR stock, worth $873,473. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,231
Previous 0 Infinity%
Holding current value
$873,473
Previous $638,000 12.38%
% of portfolio
0.27%
Previous 0.24%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023
BUY
$80.65 - $93.02 $663,830 - $765,647
8,231 New
8,231 $717,000
Q3 2022

Nov 02, 2022
SELL
$83.14 - $106.49 $685,738 - $878,329
-8,248 Closed
0 $638,000
Q2 2022

Jul 26, 2022
SELL
$91.63 - $121.36 $101,434 - $134,345
-1,107 Reduced 11.83%
8,248 $784,000
Q4 2021

Feb 22, 2022
BUY
$106.6 - $122.16 $87,625 - $100,415
822 Added 9.63%
9,355 $1.14 Million
Q2 2021

Aug 13, 2021
BUY
$96.47 - $109.38 $823,178 - $933,339
8,533 New
8,533 $895,000
Q1 2021

May 17, 2021
SELL
$83.32 - $97.35 $666,643 - $778,897
-8,001 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$74.96 - $83.02 $50,298 - $55,706
671 Added 9.15%
8,001 $624,000
Q2 2020

Aug 13, 2020
SELL
$65.24 - $89.61 $226,643 - $311,305
-3,474 Reduced 32.15%
7,330 $572,000
Q1 2020

May 11, 2020
SELL
$59.3 - $107.65 $225,221 - $408,854
-3,798 Reduced 26.01%
10,804 $780,000
Q3 2019

Nov 14, 2019
SELL
$102.94 - $104.74 $48,999 - $49,856
-476 Reduced 3.16%
14,602 $1.53 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-645 Reduced 4.1%
15,078 $1.49 Million
Q1 2019

May 14, 2019
SELL
N/A
-202 Reduced 1.27%
15,723 $1.56 Million
Q4 2018

Feb 15, 2019
SELL
N/A
-3,977 Reduced 19.98%
15,925 $1.37 Million
Q3 2018

Nov 14, 2018
BUY
N/A
19,902 New
19,902 $1.86 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-14,290 Closed
0 $0
Q1 2018

May 10, 2018
BUY
N/A
4,030 Added 39.28%
14,290 $1.23 Million
Q4 2017

Feb 15, 2018
SELL
N/A
-506 Reduced 4.7%
10,260 $961,000
Q3 2017

Nov 14, 2017
BUY
N/A
179 Added 1.69%
10,766 $996,000
Q2 2017

Aug 15, 2017
BUY
N/A
10,587
10,587 $984,000

Others Institutions Holding RWR

# of Institutions
283
Shares Held
11.9M
Call Options Held
14.5K
Put Options Held
29.4K
View Full List

About SPDR DOW JONES REIT ETF

RWR Quotes by TradingView
  • Ticker RWR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about RWR
Track This Portfolio

Track Capital Directions Investment Advisors, LLC Portfolio

Follow Capital Directions Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Directions Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Directions Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email