Smallwood Wealth Investment Management, LLC Spdr Dow Jones Reit ETF Transaction History

Smallwood Wealth Investment Management, LLC

  • $126 Million
  • Q2 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 11,009 shares of RWR stock, worth $1.15 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
11,009
Previous 10,538 4.47%
Holding current value
$1.15 Million
Previous $993,000 3.12%
% of portfolio
0.81%
Previous 0.77%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
BUY
$86.34 - $93.97 $40,666 - $44,259
471 Added 4.47%
11,009 $1.02 Million
Q1 2024

Apr 24, 2024
BUY
$90.16 - $96.33 $27,588 - $29,476
306 Added 2.99%
10,538 $993,000
Q4 2023

Jan 23, 2024
BUY
$77.45 - $97.31 $3,175 - $3,989
41 Added 0.4%
10,232 $975,000
Q3 2023

Oct 31, 2023
BUY
$81.95 - $94.77 $12,374 - $14,310
151 Added 1.5%
10,191 $845,000
Q2 2023

Jul 17, 2023
SELL
$84.86 - $91.11 $42,260 - $45,372
-498 Reduced 4.73%
10,040 $908,000
Q1 2023

Apr 25, 2023
SELL
$81.79 - $99.43 $22,982 - $27,939
-281 Reduced 2.6%
10,538 $935,000
Q4 2022

Feb 14, 2023
BUY
$85.82 - $93.02 $77,752 - $84,276
906 Added 9.14%
10,819 $942,000
Q3 2022

Nov 14, 2022
SELL
N/A
-1,086 Reduced 9.87%
9,913 $835,000
Q2 2022

Aug 08, 2022
SELL
N/A
-22 Reduced 0.2%
10,999 $1.05 Million
Q1 2022

Apr 21, 2022
SELL
N/A
-45 Reduced 0.41%
11,021 $1.29 Million
Q4 2021

Apr 05, 2022
BUY
N/A
11,066 New
11,066 $1.35 Million

Others Institutions Holding RWR

# of Institutions
274
Shares Held
10.6M
Call Options Held
700
Put Options Held
22.9K
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
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