Windward Private Wealth Management Inc. Spdr Dow Jones Reit ETF Transaction History

Windward Private Wealth Management Inc.

$247 Million
Q2 2024

A detailed history of Windward Private Wealth Management Inc. transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 2,916 shares of RWR stock, worth $304,488. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,916

Previous 2,916 -0.0%

Holding current value

$304,488

Previous $274,000 1.09%

% of portfolio

0.11%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$90.16 - $96.33 $7,032 - $7,513	-78 Reduced 2.61%	2,916 $274,000
Q4 2023 Jan 29, 2024	BUY	$77.45 - $97.31 $41,435 - $52,060	535 Added 21.76%	2,994 $285,000
Q3 2023 Nov 03, 2023	BUY	$81.95 - $94.77 $201,515 - $233,039	2,459 New	2,459 $203,000
Q2 2022 Jul 19, 2022	SELL	N/A	-191 Reduced 7.06%	2,513 $239,000
Q4 2021 Feb 08, 2022	SELL	N/A	-277 Reduced 9.29%	2,704 $330,000
Q2 2021 Jul 29, 2021	SELL	N/A	-1,415 Reduced 32.19%	2,981 $313,000
Q1 2021 May 06, 2021	SELL	N/A	-716 Reduced 14.01%	4,396 $416,000
Q4 2020 Jan 26, 2021	BUY	N/A	5,112 New	5,112 $443,000

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

Ticker RWR
Sector ETFs
Industry Closed-End Fund - Equity

More about RWR

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Windward Private Wealth Management Inc. Spdr Dow Jones Reit ETF Transaction History