AmeriServ Wealth Advisors’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,200
| Closed | -$50K | – | 131 |
|
|
2015
Q2 | $50K | Buy |
+1,200
| New | +$50K | 0.06% | 100 |
|
|
2015
Q1 | – | Sell |
-6,200
| Closed | -$258K | – | 114 |
|
|
2014
Q4 | $258K | Hold |
6,200
| – | – | 0.25% | 102 |
|
|
2014
Q3 | $257K | Hold |
6,200
| – | – | 0.44% | 85 |
|
|
2014
Q2 | $274K | Sell |
6,200
-3,300
| -35% | -$146K | 0.29% | 91 |
|
|
2014
Q1 | $391K | Sell |
9,500
-5,600
| -37% | -$230K | 0.39% | 71 |
|
|
2013
Q4 | $622K | Sell |
15,100
-2,200
| -13% | -$90.6K | 0.37% | 79 |
|
|
2013
Q3 | $729K | Sell |
17,300
-400
| -2% | -$16.9K | 0.46% | 67 |
|
|
2013
Q2 | $706K | Buy |
+17,700
| New | +$706K | 0.45% | 67 |
|