Buckingham Strategic Wealth’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.37M | Sell |
57,036
-3,361
| -6% | -$139K | 0.02% | 217 |
|
|
2024
Q1 | $2.59M | Sell |
60,397
-1,225
| -2% | -$51.7K | 0.03% | 212 |
|
|
2023
Q4 | $2.69M | Sell |
61,622
-18,151
| -23% | -$717K | 0.03% | 198 |
|
|
2023
Q3 | $3.05M | Buy |
79,773
+1,369
| +2% | +$56.1K | 0.04% | 173 |
|
|
2023
Q2 | $3.22M | Sell |
78,404
-8,986
| -10% | -$368K | 0.05% | 169 |
|
|
2023
Q1 | $3.57M | Hold |
87,390
| – | – | 0.07% | 137 |
|
|
2022
Q4 | $3.57M | Buy |
87,390
+61,157
| +233% | +$2.48M | 0.07% | 137 |
|
|
2022
Q3 | $1.01M | Buy |
26,233
+10,667
| +69% | +$478K | 0.02% | 257 |
|
|
2022
Q2 | $687K | Buy |
15,566
+6,106
| +65% | +$299K | 0.01% | 311 |
|
|
2022
Q1 | $511K | Buy |
9,460
+1,117
| +13% | +$59.1K | 0.01% | 363 |
|
|
2021
Q4 | $472K | Sell |
8,343
-7,648
| -48% | -$416K | 0.01% | 380 |
|
|
2021
Q3 | $817K | Buy |
15,991
+700
| +5% | +$37.3K | 0.02% | 277 |
|
|
2021
Q2 | $787K | Buy |
15,291
+8,695
| +132% | +$441K | 0.02% | 275 |
|
|
2021
Q1 | $311K | Sell |
6,596
-293
| -4% | -$13.4K | 0.02% | 430 |
|
|
2020
Q4 | $306K | Buy |
6,889
+133
| +2% | +$5.61K | 0.02% | 412 |
|
|
2020
Q3 | $267K | Sell |
6,756
-2,079
| -24% | -$83.1K | 0.02% | 402 |
|
|
2020
Q2 | $345K | Sell |
8,835
-41
| -0.5% | -$1.57K | 0.03% | 284 |
|
|
2020
Q1 | $320K | Buy |
8,876
+368
| +4% | +$17.5K | 0.03% | 331 |
|
|
2019
Q4 | $438K | Sell |
8,508
-453
| -5% | -$23.6K | 0.04% | 275 |
|
|
2019
Q3 | $465K | Hold |
8,961
| – | – | 0.05% | 240 |
|
|
2019
Q2 | $447K | Sell |
8,961
-448
| -5% | -$22.4K | 0.05% | 262 |
|
|
2019
Q1 | $471K | Sell |
9,409
-1,217
| -11% | -$58.7K | 0.06% | 234 |
|
|
2018
Q4 | $470K | Sell |
10,626
-1,777
| -14% | -$82.3K | 0.07% | 192 |
|
|
2018
Q3 | $590K | Sell |
12,403
-490
| -4% | -$23.7K | 0.09% | 170 |
|
|
2018
Q2 | $620K | Sell |
12,893
-1,251
| -9% | -$59K | 0.1% | 159 |
|
|
2018
Q1 | $654K | Sell |
14,144
-985
| -7% | -$45.9K | 0.13% | 142 |
|
|
2017
Q4 | $740K | Sell |
15,129
-287
| -2% | -$13.9K | 0.15% | 128 |
|
|
2017
Q3 | $736K | Sell |
15,416
-421
| -3% | -$20.2K | 0.18% | 122 |
|
|
2017
Q2 | $755K | Sell |
15,837
-406
| -2% | -$19.5K | 0.18% | 117 |
|
|
2017
Q1 | $765K | Sell |
16,243
-392
| -2% | -$18.5K | 0.22% | 92 |
|
|
2016
Q4 | $780K | Sell |
16,635
-1,306
| -7% | -$60.7K | 0.25% | 82 |
|
|
2016
Q3 | $894K | Sell |
17,941
-718
| -4% | -$36.5K | 0.3% | 68 |
|
|
2016
Q2 | $940K | Sell |
18,659
-3,208
| -15% | -$157K | 0.32% | 61 |
|
|
2016
Q1 | $1.07M | Buy |
+21,867
| New | +$996K | 0.35% | 58 |
|
Other funds holding RWO
HNB
GT
RJFSA
