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 |
|