Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-58
| Closed | -$3K | – | 676 |
|
|
2019
Q1 | $3K | Sell |
58
-87
| -60% | -$4.5K | ﹤0.01% | 477 |
|
|
2018
Q4 | $7K | Buy |
145
+2
| +1% | +$97 | ﹤0.01% | 412 |
|
|
2018
Q3 | $7K | Hold |
143
| – | – | ﹤0.01% | 413 |
|
|
2018
Q2 | $7K | Buy |
+143
| New | +$7K | ﹤0.01% | 410 |
|
|
2018
Q1 | – | Sell |
-12
| Closed | -$1K | – | 712 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 604 |
|
|
2017
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 585 |
|
|
2017
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 618 |
|