Congress Wealth Management’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$436K Hold
2024
Q2
$380K Sell
2024
Q1
$3.02M Hold
2023
Q4
$3.16M Hold
2023
Q3
$2.76M Hold
2023
Q2
$2.87M Sell
2023
Q1
$3.05M Sell
2022
Q4
$3.64M Hold
2022
Q3
$3.28M Sell
2022
Q2
$3.84M Sell
2022
Q1
$4.68M Sell
2021
Q4
$5.59M Buy