CWM
Cedar Wealth Management’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,632
| Closed | -$63K | – | 328 |
|
|
2022
Q3 | $63K | Buy |
1,632
+1,203
| +280% | +$46.4K | 0.03% | 151 |
|
|
2022
Q2 | $19K | Sell |
429
-673
| -61% | -$29.8K | 0.01% | 229 |
|
|
2022
Q1 | $60K | Sell |
1,102
-458
| -29% | -$24.9K | 0.02% | 174 |
|
|
2021
Q4 | $88K | Sell |
1,560
-1
| -0.1% | -$56 | 0.04% | 151 |
|
|
2021
Q3 | $80K | Hold |
1,561
| – | – | 0.04% | 138 |
|
|
2021
Q2 | $80K | Hold |
1,561
| – | – | 0.04% | 147 |
|
|
2021
Q1 | $74K | Buy |
1,561
+1
| +0.1% | +$47 | 0.04% | 138 |
|
|
2020
Q4 | $69K | Hold |
1,560
| – | – | 0.04% | 127 |
|
|
2020
Q3 | $62K | Sell |
1,560
-414
| -21% | -$16.5K | 0.04% | 120 |
|
|
2020
Q2 | $77K | Sell |
1,974
-1,996
| -50% | -$77.9K | 0.05% | 112 |
|
|
2020
Q1 | $143K | Buy |
+3,970
| New | +$143K | 0.1% | 94 |
|