Cerity Partners’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 | $5.77M | Sell |
130,714
-241
| -0.2% | -$10.6K | 0.01% | 742 |
|
|
2025
Q1 | $5.71M | Sell |
130,955
-141,274
| -52% | -$6.17M | 0.01% | 682 |
|
|
2024
Q4 | $11.7M | Buy |
272,229
+11,393
| +4% | +$489K | 0.03% | 439 |
|
|
2024
Q3 | $12.4M | Buy |
260,836
+13,751
| +6% | +$654K | 0.03% | 435 |
|
|
2024
Q2 | $10.3M | Buy |
247,085
+5,576
| +2% | +$232K | 0.03% | 413 |
|
|
2024
Q1 | $10.3M | Sell |
241,509
-8,048
| -3% | -$345K | 0.03% | 451 |
|
|
2023
Q4 | $10.9M | Buy |
249,557
+233,902
| +1,494% | +$10.2M | 0.04% | 350 |
|
|
2023
Q3 | $598K | Sell |
15,655
-105,525
| -87% | -$4.03M | ﹤0.01% | 910 |
|
|
2023
Q2 | $4.98M | Buy |
121,180
+17,631
| +17% | +$724K | 0.02% | 496 |
|
|
2023
Q1 | $4.26M | Buy |
103,549
+4,362
| +4% | +$180K | 0.01% | 524 |
|
|
2022
Q4 | $4.06M | Buy |
99,187
+1,455
| +1% | +$59.5K | 0.03% | 395 |
|
|
2022
Q3 | $3.78M | Buy |
97,732
+568
| +0.6% | +$22K | 0.05% | 280 |
|
|
2022
Q2 | $4.29M | Buy |
97,164
+4,840
| +5% | +$214K | 0.05% | 273 |
|
|
2022
Q1 | $4.99M | Sell |
92,324
-992
| -1% | -$53.6K | 0.08% | 194 |
|
|
2021
Q4 | $5.28M | Buy |
93,316
+3,638
| +4% | +$206K | 0.08% | 197 |
|
|
2021
Q3 | $4.58M | Buy |
89,678
+8,224
| +10% | +$420K | 0.1% | 169 |
|
|
2021
Q2 | $4.19M | Sell |
81,454
-1,280
| -2% | -$65.9K | 0.09% | 172 |
|
|
2021
Q1 | $3.91M | Buy |
82,734
+7,283
| +10% | +$344K | 0.09% | 171 |
|
|
2020
Q4 | $3.35M | Buy |
+75,451
| New | +$3.35M | 0.11% | 152 |
|