Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $634K | Buy |
13,359
+1,163
| +10% | +$55.2K | 2.57% | 15 |
|
|
2017
Q2 | $574K | Buy |
+12,196
| New | +$574K | 0.56% | 54 |
|
|
2017
Q1 | – | Sell |
-22,842
| Closed | -$1.07M | – | 511 |
|
|
2016
Q4 | $1.07M | Buy |
22,842
+5,264
| +30% | +$246K | 0.24% | 124 |
|
|
2016
Q3 | $878K | Buy |
17,578
+6,427
| +58% | +$321K | 0.11% | 243 |
|
|
2016
Q2 | $564K | Buy |
11,151
+4,779
| +75% | +$242K | 0.08% | 320 |
|
|
2016
Q1 | $306K | Sell |
6,372
-9,081
| -59% | -$436K | 0.04% | 449 |
|
|
2015
Q4 | $723K | Sell |
15,453
-1,780
| -10% | -$83.3K | 0.1% | 264 |
|
|
2015
Q3 | $777K | Sell |
17,233
-9,950
| -37% | -$449K | 0.11% | 252 |
|
|
2015
Q2 | $1.24M | Buy |
27,183
+3,930
| +17% | +$179K | 0.16% | 155 |
|
|
2015
Q1 | $348K | Buy |
23,253
+13,171
| +131% | +$197K | 0.1% | 263 |
|
|
2014
Q4 | $486K | Sell |
10,082
-3,712
| -27% | -$179K | 0.07% | 328 |
|
|
2014
Q3 | $613K | Buy |
13,794
+1,281
| +10% | +$56.9K | 0.08% | 224 |
|
|
2014
Q2 | $538K | Buy |
+12,513
| New | +$538K | 0.07% | 258 |
|