Aldebaran Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,255
| Closed | -$312K | – | 103 |
|
|
2016
Q3 | $312K | Hold |
6,255
| – | – | 0.25% | 81 |
|
|
2016
Q2 | $317K | Buy |
6,255
+1,000
| +19% | +$50.7K | 0.25% | 79 |
|
|
2016
Q1 | $257K | Hold |
5,255
| – | – | 0.22% | 84 |
|
|
2015
Q4 | $243K | Hold |
5,255
| – | – | 0.23% | 82 |
|
|
2015
Q3 | $237K | Hold |
5,255
| – | – | 0.22% | 84 |
|
|
2015
Q2 | $241K | Hold |
5,255
| – | – | 0.2% | 91 |
|
|
2015
Q1 | $261K | Hold |
5,255
| – | – | 0.22% | 91 |
|
|
2014
Q4 | $251K | Hold |
5,255
| – | – | 0.22% | 95 |
|
|
2014
Q3 | $233K | Sell |
5,255
-500
| -9% | -$22.2K | 0.21% | 100 |
|
|
2014
Q2 | $268K | Hold |
5,755
| – | – | 0.21% | 102 |
|
|
2014
Q1 | $251K | Buy |
5,755
+55
| +1% | +$2.4K | 0.22% | 102 |
|
|
2013
Q4 | $237K | Buy |
+5,700
| New | +$237K | 0.23% | 102 |
|