AWA
Aletheian Wealth Advisors’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Hold |
31,043
| – | – | 0.42% | 43 |
|
|
2025
Q1 | $760K | Buy |
31,043
+1,023
| +3% | +$25K | 0.43% | 47 |
|
|
2024
Q4 | $692K | Buy |
30,020
+45
| +0.2% | +$1.04K | 0.41% | 46 |
|
|
2024
Q3 | $826K | Sell |
29,975
-3,502
| -10% | -$96.6K | 0.48% | 41 |
|
|
2024
Q2 | $803K | Sell |
33,477
-527
| -2% | -$12.6K | 0.42% | 57 |
|
|
2024
Q1 | $887K | Sell |
34,004
-102
| -0.3% | -$2.66K | 0.48% | 52 |
|
|
2023
Q4 | $931K | Buy |
34,106
+11,780
| +53% | +$321K | 0.62% | 41 |
|
|
2023
Q3 | $531K | Buy |
22,326
+10,200
| +84% | +$243K | 0.41% | 58 |
|
|
2023
Q2 | $300K | Buy |
+12,126
| New | +$300K | 0.21% | 71 |
|
|
2023
Q1 | – | Sell |
-14,587
| Closed | -$390K | – | 81 |
|
|
2022
Q4 | $390K | Buy |
14,587
+3,029
| +26% | +$81.1K | 0.34% | 59 |
|
|
2022
Q3 | $279K | Buy |
11,558
+3,228
| +39% | +$77.9K | 0.32% | 46 |
|
|
2022
Q2 | $235K | Sell |
8,330
-750
| -8% | -$21.2K | 0.24% | 51 |
|
|
2022
Q1 | $310K | Buy |
+9,080
| New | +$310K | 0.29% | 47 |
|