Capital Planning Advisors’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-6,283
Closed -$248K 141
2019
Q3
$248K Sell
6,283
-1,230
-16% -$48.6K 0.07% 111
2019
Q2
$291K Sell
7,513
-3,470
-32% -$134K 0.09% 104
2019
Q1
$431K Buy
10,983
+4,483
+69% +$176K 0.13% 95
2018
Q4
$230K Buy
+6,500
New +$230K 0.08% 107