Buckingham Strategic Wealth’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $332K | Sell |
13,831
-2,567
| -16% | -$64.4K | ﹤0.01% | 573 |
|
|
2024
Q1 | $428K | Buy |
16,398
+975
| +6% | +$25K | ﹤0.01% | 506 |
|
|
2023
Q4 | $421K | Sell |
15,423
-4,677
| -23% | -$115K | 0.01% | 484 |
|
|
2023
Q3 | $478K | Sell |
20,100
-7,241
| -26% | -$182K | 0.01% | 425 |
|
|
2023
Q2 | $677K | Sell |
27,341
-4,837
| -15% | -$127K | 0.01% | 358 |
|
|
2023
Q1 | $861K | Hold |
32,178
| – | – | 0.02% | 289 |
|
|
2022
Q4 | $861K | Buy |
32,178
+6,510
| +25% | +$167K | 0.02% | 290 |
|
|
2022
Q3 | $619K | Buy |
25,668
+1,768
| +7% | +$49.4K | 0.01% | 323 |
|
|
2022
Q2 | $674K | Buy |
23,900
+5,673
| +31% | +$177K | 0.01% | 314 |
|
|
2022
Q1 | $622K | Sell |
18,227
-372
| -2% | -$12.6K | 0.01% | 328 |
|
|
2021
Q4 | $662K | Buy |
18,599
+389
| +2% | +$14K | 0.01% | 315 |
|
|
2021
Q3 | $646K | Buy |
18,210
+4,410
| +32% | +$165K | 0.01% | 312 |
|
|
2021
Q2 | $507K | Sell |
13,800
-2,665
| -16% | -$97.8K | 0.01% | 355 |
|
|
2021
Q1 | $567K | Buy |
16,465
+71
| +0.4% | +$2.42K | 0.03% | 306 |
|
|
2020
Q4 | $559K | Buy |
16,394
+2,177
| +15% | +$69.1K | 0.03% | 300 |
|
|
2020
Q3 | $422K | Sell |
14,217
-1,671
| -11% | -$50K | 0.03% | 289 |
|
|
2020
Q2 | $458K | Sell |
15,888
-4,389
| -22% | -$124K | 0.04% | 231 |
|
|
2020
Q1 | $543K | Sell |
20,277
-8,410
| -29% | -$298K | 0.05% | 244 |
|
|
2019
Q4 | $1.11M | Sell |
28,687
-7
| -0% | -$282 | 0.11% | 144 |
|
|
2019
Q3 | $1.13M | Hold |
28,694
| – | – | 0.12% | 129 |
|
|
2019
Q2 | $1.11M | Sell |
28,694
-409
| -1% | -$15.9K | 0.12% | 132 |
|
|
2019
Q1 | $1.14M | Buy |
29,103
+733
| +3% | +$27.9K | 0.14% | 124 |
|
|
2018
Q4 | $1M | Buy |
28,370
+22,783
| +408% | +$840K | 0.15% | 117 |
|
|
2018
Q3 | $214K | Buy |
5,587
+204
| +4% | +$7.97K | 0.03% | 333 |
|
|
2018
Q2 | $211K | Buy |
5,383
+198
| +4% | +$7.94K | 0.03% | 337 |
|
|
2018
Q1 | $208K | Buy |
5,185
+8
| +0.2% | +$322 | 0.04% | 289 |
|
|
2017
Q4 | $210K | Sell |
5,177
-550
| -10% | -$21.5K | 0.04% | 291 |
|
|
2017
Q3 | $220K | Hold |
5,727
| – | – | 0.05% | 261 |
|
|
2017
Q2 | $218K | Sell |
5,727
-466
| -8% | -$18K | 0.05% | 272 |
|
|
2017
Q1 | $232K | Sell |
6,193
-3,169
| -34% | -$117K | 0.07% | 221 |
|
|
2016
Q4 | $338K | Buy |
9,362
+3,394
| +57% | +$129K | 0.11% | 151 |
|
|
2016
Q3 | $249K | Sell |
5,968
-56
| -0.9% | -$2.35K | 0.08% | 179 |
|
|
2016
Q2 | $250K | Buy |
6,024
+1
| +0% | +$42 | 0.09% | 183 |
|
|
2016
Q1 | $250K | Sell |
6,023
-461
| -7% | -$17.8K | 0.08% | 176 |
|
|
2015
Q4 | $254K | Sell |
6,484
-2,094
| -24% | -$84.4K | 0.09% | 159 |
|
|
2015
Q3 | $337K | Buy |
8,578
+3,600
| +72% | +$147K | 0.12% | 124 |
|
|
2015
Q2 | $208K | Buy |
+4,978
| New | +$219K | 0.07% | 206 |
|
Other funds holding RWX
OPCM
AC
