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Charter Oak Capital Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Charter Oak Capital 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
Q3 		– Sell
-4,510
Closed -$199K – 722
2022
Q2 		$199K Buy
4,510
+100
+2% +$4.9K 0.03% 171
2022
Q1 		$238K Sell
4,410
-170
-4% -$8.99K 0.03% 168
2021
Q4 		$259K Buy
4,580
+217
+5% +$11.8K 0.03% 164
2021
Q3 		$223K Buy
4,363
+245
+6% +$13.1K 0.03% 163
2021
Q2 		$212K Buy
4,118
+1,194
+41% +$60.5K 0.03% 162
2021
Q1 		$138K Sell
2,924
-5
-0.2% -$228 0.02% 199
2020
Q4 		$130K Buy
+2,929
New +$124K 0.02% 194

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