Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40
| Closed | -$1.53K | – | 1583 |
|
|
2023
Q3 | $1.53K | Hold |
40
| – | – | ﹤0.01% | 1694 |
|
|
2023
Q2 | $1.64K | Hold |
40
| – | – | ﹤0.01% | 1610 |
|
|
2023
Q1 | $1.65K | Sell |
40
-18
| -31% | -$741 | ﹤0.01% | 1524 |
|
|
2022
Q4 | $2.37K | Buy |
+58
| New | +$2.37K | ﹤0.01% | 1483 |
|
|
2020
Q4 | – | Sell |
-98
| Closed | -$4K | – | 760 |
|
|
2020
Q3 | $4K | Buy |
+98
| New | +$4K | ﹤0.01% | 858 |
|