Carroll Financial Associates’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
2020
Q3
Sell
-274
Closed -$10K 1647
2020
Q2
$10K Hold
274
﹤0.01% 1035
2020
Q1
$9K Sell
274
-23
-8% -$1.09K ﹤0.01% 987
2019
Q4
$15K Buy
297
+23
+8% +$1.2K ﹤0.01% 952
2019
Q3
$14K Hold
274
﹤0.01% 919
2019
Q2
$13K Hold
274
﹤0.01% 935
2019
Q1
$13K Sell
274
-376
-58% -$18.1K ﹤0.01% 875
2018
Q4
$29K Hold
650
﹤0.01% 585
2018
Q3
$30K Hold
650
﹤0.01% 610
2018
Q2
$31K Sell
650
-446
-41% -$21K ﹤0.01% 584
2018
Q1
$50K Sell
1,096
-314
-22% -$14.6K 0.01% 488
2017
Q4
$68K Sell
1,410
-272
-16% -$13.1K 0.01% 435
2017
Q3
$80K Buy
1,682
+481
+40% +$23.1K 0.01% 411
2017
Q2
$57K Sell
1,201
-21,988
-95% -$1.05M 0.01% 471
2017
Q1
$1.09M Buy
23,189
+10,788
+87% +$509K 0.14% 103
2016
Q4
$581K Buy
12,401
+3,000
+32% +$139K 0.08% 131
2016
Q3
$468K Buy
9,401
+3,407
+57% +$173K 0.07% 147
2016
Q2
$301K Buy
5,994
+2,852
+91% +$140K 0.05% 183
2016
Q1
$153K Buy
3,142
+1,063
+51% +$48.4K 0.03% 255
2015
Q4
$97K Buy
2,079
+926
+80% +$43.5K 0.02% 295
2015
Q3
$55K Buy
+1,153
New +$53.2K 0.01% 372

Other funds holding RWO