Congress Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,831
| Closed | -$436K | – | 920 |
|
|
2024
Q3 | $436K | Hold |
15,831
| – | – | 0.01% | 657 |
|
|
2024
Q2 | $380K | Sell |
15,831
-100,105
| -86% | -$2.4M | 0.01% | 571 |
|
|
2024
Q1 | $3.02M | Hold |
115,936
| – | – | 0.05% | 276 |
|
|
2023
Q4 | $3.16M | Hold |
115,936
| – | – | 0.06% | 266 |
|
|
2023
Q3 | $2.76M | Hold |
115,936
| – | – | 0.06% | 272 |
|
|
2023
Q2 | $2.87M | Sell |
115,936
-65
| -0.1% | -$1.61K | 0.07% | 236 |
|
|
2023
Q1 | $3.05M | Sell |
116,001
-20,000
| -15% | -$526K | 0.07% | 231 |
|
|
2022
Q4 | $3.64M | Hold |
136,001
| – | – | 0.09% | 206 |
|
|
2022
Q3 | $3.28M | Sell |
136,001
-152
| -0.1% | -$3.67K | 0.09% | 219 |
|
|
2022
Q2 | $3.84M | Sell |
136,153
-964
| -0.7% | -$27.2K | 0.1% | 213 |
|
|
2022
Q1 | $4.68M | Sell |
137,117
-19,782
| -13% | -$675K | 0.1% | 214 |
|
|
2021
Q4 | $5.59M | Buy |
+156,899
| New | +$5.59M | 0.11% | 207 |
|