Capstone Financial Advisors’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Hold |
66,449
| – | – | 0.17% | 36 |
|
|
2025
Q1 | $2.9M | Buy |
66,449
+14
| +0% | +$611 | 0.18% | 35 |
|
|
2024
Q4 | $2.85M | Buy |
66,435
+26
| +0% | +$1.12K | 0.18% | 35 |
|
|
2024
Q3 | $3.16M | Buy |
66,409
+549
| +0.8% | +$26.1K | 0.19% | 34 |
|
|
2024
Q2 | $2.74M | Buy |
65,860
+656
| +1% | +$27.2K | 0.18% | 34 |
|
|
2024
Q1 | $2.79M | Buy |
65,204
+388
| +0.6% | +$16.6K | 0.19% | 32 |
|
|
2023
Q4 | $2.83M | Buy |
64,816
+704
| +1% | +$30.8K | 0.2% | 29 |
|
|
2023
Q3 | $2.45M | Buy |
64,112
+635
| +1% | +$24.3K | 0.19% | 30 |
|
|
2023
Q2 | $2.61M | Buy |
63,477
+630
| +1% | +$25.9K | 0.2% | 30 |
|
|
2023
Q1 | $2.59M | Buy |
62,847
+447
| +0.7% | +$18.4K | 0.2% | 31 |
|
|
2022
Q4 | $2.55M | Buy |
62,400
+653
| +1% | +$26.7K | 0.22% | 30 |
|
|
2022
Q3 | $2.39M | Buy |
61,747
+715
| +1% | +$27.7K | 0.22% | 29 |
|
|
2022
Q2 | $2.69M | Buy |
61,032
+407
| +0.7% | +$18K | 0.23% | 33 |
|
|
2022
Q1 | $3.27M | Buy |
60,625
+250
| +0.4% | +$13.5K | 0.24% | 32 |
|
|
2021
Q4 | $3.41M | Buy |
60,375
+718
| +1% | +$40.6K | 0.25% | 29 |
|
|
2021
Q3 | $3.05M | Buy |
59,657
+418
| +0.7% | +$21.3K | 0.24% | 26 |
|
|
2021
Q2 | $3.05M | Buy |
59,239
+384
| +0.7% | +$19.8K | 0.24% | 25 |
|
|
2021
Q1 | $2.78M | Buy |
58,855
+228
| +0.4% | +$10.8K | 0.25% | 25 |
|
|
2020
Q4 | $2.61M | Buy |
58,627
+655
| +1% | +$29.1K | 0.25% | 25 |
|
|
2020
Q3 | $2.29M | Buy |
57,972
+475
| +0.8% | +$18.8K | 0.24% | 25 |
|
|
2020
Q2 | $2.24M | Buy |
57,497
+41,381
| +257% | +$1.62M | 0.26% | 25 |
|
|
2020
Q1 | $580K | Buy |
+16,116
| New | +$580K | 0.08% | 37 |
|