Avantax Planning Partners’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
Q4 | – | Sell |
-2,081
| Closed | -$99K | – | 1004 |
|
|
2018
Q3 | $99K | Buy |
+2,081
| New | +$99K | 0.01% | 351 |
|
|
2018
Q2 | – | Sell |
-4,155
| Closed | -$192K | – | 1216 |
|
|
2018
Q1 | $192K | Sell |
4,155
-916
| -18% | -$42.3K | 0.02% | 296 |
|
|
2017
Q4 | $248K | Hold |
5,071
| – | – | 0.02% | 259 |
|
|
2017
Q3 | $242K | Buy |
5,071
+529
| +12% | +$25.2K | 0.02% | 331 |
|
|
2017
Q2 | $217K | Sell |
4,542
-1,998
| -31% | -$95.5K | 0.02% | 317 |
|
|
2017
Q1 | $308K | Sell |
6,540
-6,294
| -49% | -$296K | 0.03% | 237 |
|
|
2016
Q4 | $601K | Buy |
+12,834
| New | +$601K | 0.06% | 144 |
|