BSWM
Boston Standard Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-93,181
| Closed | -$4.45M | – | 30 |
|
|
2017
Q3 | $4.45M | Buy |
93,181
+1,195
| +1% | +$57.1K | 2.98% | 9 |
|
|
2017
Q2 | $4.42M | Buy |
91,986
+1,697
| +2% | +$81.5K | 3.07% | 7 |
|
|
2017
Q1 | $4.25M | Buy |
90,289
+3,209
| +4% | +$151K | 3.26% | 7 |
|
|
2016
Q4 | $4.08M | Buy |
87,080
+1,553
| +2% | +$72.8K | 3.23% | 8 |
|
|
2016
Q3 | $4.26M | Buy |
85,527
+1,493
| +2% | +$74.4K | 3.45% | 8 |
|
|
2016
Q2 | $4.23M | Sell |
84,034
-3,334
| -4% | -$168K | 3.68% | 8 |
|
|
2016
Q1 | $4.27M | Sell |
87,368
-2,217
| -2% | -$108K | 3.91% | 7 |
|
|
2015
Q4 | $4.23M | Sell |
89,585
-2,899
| -3% | -$137K | 4.18% | 7 |
|
|
2015
Q3 | $4.13M | Buy |
92,484
+361
| +0.4% | +$16.1K | 4.11% | 7 |
|
|
2015
Q2 | $4.21M | Sell |
92,123
-988
| -1% | -$45.2K | 3.94% | 8 |
|
|
2015
Q1 | $4.63M | Sell |
93,111
-3,569
| -4% | -$177K | 4.32% | 8 |
|
|
2014
Q4 | $4.85M | Buy |
+96,680
| New | +$4.85M | 4.8% | 7 |
|