Atria Investments’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-15,947
| Closed | -$738K | – | 1002 |
|
2018
Q1 | $738K | Buy |
15,947
+1,742
| +12% | +$80.6K | 0.04% | 415 |
|
2017
Q4 | $694K | Buy |
14,205
+631
| +5% | +$30.8K | 0.03% | 414 |
|
2017
Q3 | $648K | Sell |
13,574
-8,817
| -39% | -$421K | 0.04% | 406 |
|
2017
Q2 | $1.07M | Buy |
22,391
+2,734
| +14% | +$130K | 0.07% | 283 |
|
2017
Q1 | $925K | Buy |
19,657
+9,572
| +95% | +$450K | 0.06% | 276 |
|
2016
Q4 | $473K | Buy |
+10,085
| New | +$473K | 0.04% | 355 |
|