BFA
BBJS Financial Advisors’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $139K | Sell |
5,034
-595
| -11% | -$16.4K | 0.05% | 55 |
|
|
2024
Q2 | $135K | Sell |
5,629
-32,921
| -85% | -$790K | 0.05% | 55 |
|
|
2024
Q1 | $1.01M | Sell |
38,550
-27,735
| -42% | -$724K | 0.36% | 34 |
|
|
2023
Q4 | $1.81M | Buy |
66,285
+590
| +0.9% | +$16.1K | 0.63% | 26 |
|
|
2023
Q3 | $1.56M | Sell |
65,695
-1,196
| -2% | -$28.4K | 0.59% | 27 |
|
|
2023
Q2 | $1.66M | Sell |
66,891
-5,788
| -8% | -$143K | 0.66% | 26 |
|
|
2023
Q1 | $1.91M | Buy |
72,679
+419
| +0.6% | +$11K | 0.78% | 26 |
|
|
2022
Q4 | $1.93M | Buy |
+72,260
| New | +$1.93M | 0.87% | 24 |
|