CWM
RWO icon

Centric Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Centric Wealth Management’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,823
Closed -$369K – 155
2022
Q1 		$369K Hold
6,823
– – 0.12% 113
2021
Q4 		$386K Hold
6,823
– – 0.13% 110
2021
Q3 		$348K Hold
6,823
– – 0.13% 110
2021
Q2 		$351K Sell
6,823
-98
-1% -$4.97K 0.12% 109
2021
Q1 		$327K Hold
6,921
– – 0.09% 165
2020
Q4 		$308K Buy
+6,921
New +$292K 0.1% 155
2019
Q3 		– Sell
-14,168
Closed -$707K – 123
2019
Q2 		$707K Buy
14,168
+352
+3% +$17.6K 0.62% 45
2019
Q1 		$691K Buy
13,816
+6,641
+93% +$320K 0.64% 45
2018
Q4 		$318K Buy
+7,175
New +$332K 0.28% 82

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