AE Wealth Management’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
5,653
-882
| -13% | -$38.9K | ﹤0.01% | 1201 |
|
|
2025
Q1 | $285K | Sell |
6,535
-572
| -8% | -$25K | ﹤0.01% | 1113 |
|
|
2024
Q4 | $305K | Buy |
7,107
+27
| +0.4% | +$1.16K | ﹤0.01% | 1095 |
|
|
2024
Q3 | $336K | Sell |
7,080
-27
| -0.4% | -$1.28K | ﹤0.01% | 988 |
|
|
2024
Q2 | $295K | Sell |
7,107
-242
| -3% | -$10.1K | ﹤0.01% | 1036 |
|
|
2024
Q1 | $315K | Sell |
7,349
-978
| -12% | -$41.9K | ﹤0.01% | 946 |
|
|
2023
Q4 | $351K | Sell |
8,327
-887
| -10% | -$37.4K | ﹤0.01% | 1625 |
|
|
2023
Q3 | $352K | Buy |
9,214
+260
| +3% | +$9.93K | ﹤0.01% | 1535 |
|
|
2023
Q2 | $368K | Sell |
8,954
-540
| -6% | -$22.2K | ﹤0.01% | 1522 |
|
|
2023
Q1 | $391K | Sell |
9,494
-600
| -6% | -$24.7K | ﹤0.01% | 1448 |
|
|
2022
Q4 | $413K | Sell |
10,094
-12,388
| -55% | -$507K | ﹤0.01% | 1379 |
|
|
2022
Q3 | $870K | Buy |
22,482
+6,174
| +38% | +$239K | 0.01% | 994 |
|
|
2022
Q2 | $720K | Buy |
16,308
+1,649
| +11% | +$72.8K | 0.01% | 1009 |
|
|
2022
Q1 | $792K | Sell |
14,659
-973
| -6% | -$52.6K | 0.01% | 1006 |
|
|
2021
Q4 | $884K | Buy |
15,632
+3,522
| +29% | +$199K | 0.01% | 977 |
|
|
2021
Q3 | $618K | Buy |
12,110
+719
| +6% | +$36.7K | 0.01% | 1072 |
|
|
2021
Q2 | $587K | Buy |
11,391
+1,841
| +19% | +$94.9K | 0.01% | 1086 |
|
|
2021
Q1 | $451K | Sell |
9,550
-545
| -5% | -$25.7K | ﹤0.01% | 1069 |
|
|
2020
Q4 | $449K | Buy |
10,095
+913
| +10% | +$40.6K | 0.01% | 999 |
|
|
2020
Q3 | $363K | Sell |
9,182
-1,131
| -11% | -$44.7K | 0.01% | 970 |
|
|
2020
Q2 | $403K | Buy |
10,313
+91
| +0.9% | +$3.56K | 0.01% | 938 |
|
|
2020
Q1 | $368K | Sell |
10,222
-4,507
| -31% | -$162K | 0.01% | 796 |
|
|
2019
Q4 | $759K | Buy |
14,729
+4,664
| +46% | +$240K | 0.02% | 596 |
|
|
2019
Q3 | $522K | Buy |
10,065
+647
| +7% | +$33.6K | 0.02% | 601 |
|
|
2019
Q2 | $470K | Buy |
+9,418
| New | +$470K | 0.01% | 605 |
|