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Avantax Planning Partners’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Avantax Planning Partners’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,081
Closed -$99K – 1006
2018
Q3 		$99K Buy
+2,081
New +$101K 0.01% 351
2018
Q2 		– Sell
-4,155
Closed -$192K – 1222
2018
Q1 		$192K Sell
4,155
-916
-18% -$42.7K 0.02% 296
2017
Q4 		$248K Hold
5,071
– – 0.02% 259
2017
Q3 		$242K Buy
5,071
+529
+12% +$25.4K 0.02% 331
2017
Q2 		$217K Sell
4,542
-1,998
-31% -$95.8K 0.02% 317
2017
Q1 		$308K Sell
6,540
-6,294
-49% -$297K 0.03% 237
2016
Q4 		$601K Buy
+12,834
New +$596K 0.06% 144

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