CWA
Clarus Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,614
| Closed | -$354K | – | 138 |
|
|
2023
Q1 | $354K | Buy |
8,614
+705
| +9% | +$28.9K | 0.22% | 90 |
|
|
2022
Q4 | $329K | Buy |
7,909
+1,111
| +16% | +$46.3K | 0.22% | 92 |
|
|
2022
Q3 | $254K | Sell |
6,798
-313
| -4% | -$11.7K | 0.18% | 92 |
|
|
2022
Q2 | $313K | Buy |
7,111
+490
| +7% | +$21.6K | 0.22% | 78 |
|
|
2022
Q1 | $355K | Buy |
6,621
+343
| +5% | +$18.4K | 0.22% | 74 |
|
|
2021
Q4 | $345K | Sell |
6,278
-142
| -2% | -$7.8K | 0.2% | 75 |
|
|
2021
Q3 | $330K | Sell |
6,420
-158
| -2% | -$8.12K | 0.2% | 78 |
|
|
2021
Q2 | $353K | Buy |
6,578
+200
| +3% | +$10.7K | 0.22% | 75 |
|
|
2021
Q1 | $308K | Buy |
6,378
+174
| +3% | +$8.4K | 0.19% | 97 |
|
|
2020
Q4 | $267K | Sell |
6,204
-18
| -0.3% | -$775 | 0.18% | 103 |
|
|
2020
Q3 | $254K | Buy |
6,222
+316
| +5% | +$12.9K | 0.2% | 101 |
|
|
2020
Q2 | $230K | Sell |
5,906
-1,305
| -18% | -$50.8K | 0.19% | 109 |
|
|
2020
Q1 | $237K | Buy |
7,211
+273
| +4% | +$8.97K | 0.24% | 101 |
|
|
2019
Q4 | $353K | Sell |
6,938
-765
| -10% | -$38.9K | 0.23% | 99 |
|
|
2019
Q3 | $399K | Buy |
7,703
+562
| +8% | +$29.1K | 0.29% | 80 |
|
|
2019
Q2 | $356K | Buy |
+7,141
| New | +$356K | 0.26% | 69 |
|