CBIZ Investment Advisory Services’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
$465 Sell
11
-323
-97% -$13.7K ﹤0.01% 658
2025
Q1
$14.6K Sell
334
-1,018
-75% -$44.4K ﹤0.01% 273
2024
Q4
$58K Sell
1,352
-291
-18% -$12.5K ﹤0.01% 101
2024
Q3
$78.1K Buy
1,643
+1,013
+161% +$48.2K ﹤0.01% 85
2024
Q2
$26.2K Buy
630
+328
+109% +$13.6K ﹤0.01% 138
2024
Q1
$12.9K Buy
+302
New +$12.9K ﹤0.01% 234
2021
Q4
Hold
0
-$221K 75
2021
Q3
Hold
0
-$219K 38
2021
Q2
Hold
0
-$201K 39
2021
Q1
Hold
0
-$183K 35
2020
Q4
Hold
0
-$185K 33
2020
Q3
Hold
0
-$344K 32
2020
Q2
Hold
0
-$363K 24
2020
Q1
Hold
0
-$825K 24
2019
Q4
Hold
0
24