BFG
Barber Financial Group’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,271
| Closed | -$272K | – | 152 |
|
|
2019
Q4 | $272K | Sell |
5,271
-1,307
| -20% | -$67.4K | 0.06% | 115 |
|
|
2019
Q3 | $341K | Sell |
6,578
-990
| -13% | -$51.3K | 0.07% | 100 |
|
|
2019
Q2 | $378K | Sell |
7,568
-343
| -4% | -$17.1K | 0.09% | 95 |
|
|
2019
Q1 | $396K | Buy |
+7,911
| New | +$396K | 0.08% | 89 |
|
|
2018
Q4 | – | Sell |
-25,475
| Closed | -$1.21M | – | 144 |
|
|
2018
Q3 | $1.21M | Buy |
25,475
+10,497
| +70% | +$499K | 0.29% | 54 |
|
|
2018
Q2 | $721K | Sell |
14,978
-1,455
| -9% | -$70K | 0.21% | 64 |
|
|
2018
Q1 | $760K | Sell |
16,433
-20,071
| -55% | -$928K | 0.2% | 66 |
|
|
2017
Q4 | $1.78M | Buy |
36,504
+1,958
| +6% | +$95.7K | 0.45% | 51 |
|
|
2017
Q3 | $1.65M | Buy |
34,546
+13,610
| +65% | +$650K | 0.47% | 46 |
|
|
2017
Q2 | $998K | Buy |
20,936
+2,257
| +12% | +$108K | 0.32% | 38 |
|
|
2017
Q1 | $879K | Buy |
18,679
+3,336
| +22% | +$157K | 0.3% | 39 |
|
|
2016
Q4 | $719K | Buy |
+15,343
| New | +$719K | 0.26% | 38 |
|