Clearstead Advisors’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
Q4 | – | Sell |
-227
| Closed | -$5.4K | – | 1624 |
|
2023
Q3 | $5.4K | Buy |
+227
| New | +$5.4K | ﹤0.01% | 1228 |
|
2022
Q3 | – | Sell |
-350
| Closed | -$10K | – | 1342 |
|
2022
Q2 | $10K | Hold |
350
| – | – | ﹤0.01% | 926 |
|
2022
Q1 | $12K | Buy |
350
+227
| +185% | +$7.78K | ﹤0.01% | 965 |
|
2021
Q4 | $4K | Hold |
123
| – | – | ﹤0.01% | 1027 |
|
2021
Q3 | $4K | Hold |
123
| – | – | ﹤0.01% | 1054 |
|
2021
Q2 | $5K | Hold |
123
| – | – | ﹤0.01% | 890 |
|
2021
Q1 | $4K | Buy |
+123
| New | +$4K | ﹤0.01% | 894 |
|