Cerity Partners’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-11,407
| Closed | -$300K | – | 1900 |
|
2023
Q1 | $300K | Sell |
11,407
-1,035
| -8% | -$27.2K | ﹤0.01% | 1528 |
|
2022
Q4 | $333K | Buy |
12,442
+1,001
| +9% | +$26.8K | ﹤0.01% | 1106 |
|
2022
Q3 | $276K | Sell |
11,441
-33,041
| -74% | -$797K | ﹤0.01% | 932 |
|
2022
Q2 | $1.26M | Buy |
+44,482
| New | +$1.26M | 0.01% | 501 |
|
2022
Q1 | – | Sell |
-59,401
| Closed | -$2.11M | – | 1086 |
|
2021
Q4 | $2.11M | Buy |
+59,401
| New | +$2.11M | 0.03% | 309 |
|