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

Windward Private Wealth Management Inc.

  • $260 Million
  • Q3 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 1,962 shares of RWR stock, worth $213,092. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,962
Previous 2,916 32.72%
Holding current value
$213,092
Previous $271,000 22.88%
% of portfolio
0.08%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$92.36 - $108.47 $88,111 - $103,480
-954 Reduced 32.72%
1,962 $209,000
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
$91.63 - $121.36 $17,501 - $23,179
-191 Reduced 7.06%
2,513 $239,000
Q4 2021

Feb 08, 2022
SELL
$106.6 - $122.16 $29,528 - $33,838
-277 Reduced 9.29%
2,704 $330,000
Q2 2021

Jul 29, 2021
SELL
$96.47 - $109.38 $136,505 - $154,772
-1,415 Reduced 32.19%
2,981 $313,000
Q1 2021

May 06, 2021
SELL
$83.32 - $97.35 $59,657 - $69,702
-716 Reduced 14.01%
4,396 $416,000
Q4 2020

Jan 26, 2021
BUY
$75.22 - $88.59 $384,524 - $452,872
5,112 New
5,112 $443,000

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
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