Aquire Wealth Advisors’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
$473K Sell
10,718
-54
-0.5% -$2.38K 0.13% 31
2025
Q1
$470K Buy
10,772
+35
+0.3% +$1.53K 0.14% 32
2024
Q4
$461K Sell
10,737
-1,227
-10% -$52.6K 0.14% 32
2024
Q3
$569K Sell
11,964
-1,887
-14% -$89.7K 0.18% 31
2024
Q2
$575K Sell
13,851
-249
-2% -$10.3K 0.19% 30
2024
Q1
$604K Sell
14,100
-408
-3% -$17.5K 0.21% 30
2023
Q4
$634K Sell
14,508
-1,747
-11% -$76.4K 0.24% 28
2023
Q3
$621K Sell
16,255
-1,432
-8% -$54.7K 0.26% 28
2023
Q2
$726K Sell
17,687
-311
-2% -$12.8K 0.29% 28
2023
Q1
$741K Buy
17,998
+1,079
+6% +$44.4K 0.32% 27
2022
Q4
$692K Buy
16,919
+642
+4% +$26.3K 0.34% 26
2022
Q3
$630K Buy
16,277
+268
+2% +$10.4K 0.37% 26
2022
Q2
$707K Sell
16,009
-1,282
-7% -$56.6K 0.41% 25
2022
Q1
$934K Buy
17,291
+1,163
+7% +$62.8K 0.5% 26
2021
Q4
$912K Buy
+16,128
New +$912K 0.48% 26