Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $928K | Sell |
21,022
-532
| -2% | -$23.5K | ﹤0.01% | 1922 |
|
|
2025
Q1 | $941K | Sell |
21,554
-1,262
| -6% | -$55.1K | ﹤0.01% | 1764 |
|
|
2024
Q4 | $979K | Buy |
22,816
+6,454
| +39% | +$277K | ﹤0.01% | 1650 |
|
|
2024
Q3 | $778K | Sell |
16,362
-1,354
| -8% | -$64.4K | ﹤0.01% | 1723 |
|
|
2024
Q2 | $736K | Sell |
17,716
-1,195
| -6% | -$49.6K | ﹤0.01% | 1631 |
|
|
2024
Q1 | $810K | Sell |
18,911
-241
| -1% | -$10.3K | ﹤0.01% | 1492 |
|
|
2023
Q4 | $837K | Buy |
19,152
+125
| +0.7% | +$5.46K | ﹤0.01% | 1333 |
|
|
2023
Q3 | $727K | Sell |
19,027
-1,101
| -5% | -$42.1K | ﹤0.01% | 1320 |
|
|
2023
Q2 | $827K | Sell |
20,128
-605
| -3% | -$24.8K | ﹤0.01% | 1230 |
|
|
2023
Q1 | $853K | Sell |
20,733
-4,424
| -18% | -$182K | ﹤0.01% | 1152 |
|
|
2022
Q4 | $1.03M | Sell |
25,157
-1,868
| -7% | -$76.4K | ﹤0.01% | 1018 |
|
|
2022
Q3 | $1.05M | Sell |
27,025
-150
| -0.6% | -$5.81K | ﹤0.01% | 946 |
|
|
2022
Q2 | $1.2M | Sell |
27,175
-43
| -0.2% | -$1.9K | ﹤0.01% | 894 |
|
|
2022
Q1 | $1.47M | Buy |
27,218
+69
| +0.3% | +$3.73K | ﹤0.01% | 821 |
|
|
2021
Q4 | $1.54M | Buy |
27,149
+261
| +1% | +$14.8K | ﹤0.01% | 782 |
|
|
2021
Q3 | $1.37M | Buy |
26,888
+1,365
| +5% | +$69.7K | ﹤0.01% | 807 |
|
|
2021
Q2 | $1.31M | Sell |
25,523
-5,024
| -16% | -$259K | ﹤0.01% | 824 |
|
|
2021
Q1 | $1.44M | Buy |
30,547
+6,340
| +26% | +$299K | ﹤0.01% | 846 |
|
|
2020
Q4 | $1.08M | Buy |
24,207
+74
| +0.3% | +$3.29K | ﹤0.01% | 901 |
|
|
2020
Q3 | $953K | Buy |
24,133
+18,198
| +307% | +$719K | ﹤0.01% | 817 |
|
|
2020
Q2 | $232K | Sell |
5,935
-1,104
| -16% | -$43.2K | ﹤0.01% | 1434 |
|
|
2020
Q1 | $253K | Sell |
7,039
-1,073
| -13% | -$38.6K | ﹤0.01% | 1244 |
|
|
2019
Q4 | $418K | Buy |
8,112
+2,505
| +45% | +$129K | ﹤0.01% | 1203 |
|
|
2019
Q3 | $291K | Sell |
5,607
-364
| -6% | -$18.9K | ﹤0.01% | 1374 |
|
|
2019
Q2 | $298K | Buy |
+5,971
| New | +$298K | ﹤0.01% | 1372 |
|
|
2018
Q4 | – | Sell |
-5,447
| Closed | -$259K | – | 1908 |
|
|
2018
Q3 | $259K | Buy |
5,447
+751
| +16% | +$35.7K | ﹤0.01% | 1488 |
|
|
2018
Q2 | $226K | Buy |
+4,696
| New | +$226K | ﹤0.01% | 1547 |
|
|
2018
Q1 | – | Sell |
-4,924
| Closed | -$241K | – | 1966 |
|
|
2017
Q4 | $241K | Sell |
4,924
-16
| -0.3% | -$783 | ﹤0.01% | 1474 |
|
|
2017
Q3 | $236K | Buy |
4,940
+346
| +8% | +$16.5K | ﹤0.01% | 1466 |
|
|
2017
Q2 | $219K | Sell |
4,594
-1,798
| -28% | -$85.7K | ﹤0.01% | 1458 |
|
|
2017
Q1 | $301K | Buy |
6,392
+3,535
| +124% | +$166K | ﹤0.01% | 1253 |
|
|
2016
Q4 | $134K | Sell |
2,857
-1,030
| -26% | -$48.3K | ﹤0.01% | 1657 |
|
|
2016
Q3 | $194K | Buy |
3,887
+1,409
| +57% | +$70.3K | ﹤0.01% | 1409 |
|
|
2016
Q2 | $125K | Sell |
2,478
-235
| -9% | -$11.9K | ﹤0.01% | 1524 |
|
|
2016
Q1 | $133K | Buy |
2,713
+145
| +6% | +$7.11K | ﹤0.01% | 1457 |
|
|
2015
Q4 | $120K | Sell |
2,568
-277
| -10% | -$12.9K | ﹤0.01% | 1511 |
|
|
2015
Q3 | $128K | Buy |
+2,845
| New | +$128K | ﹤0.01% | 1436 |
|
|
2015
Q2 | – | Sell |
-1,670
| Closed | -$83K | – | 2509 |
|
|
2015
Q1 | $83K | Sell |
1,670
-707
| -30% | -$35.1K | ﹤0.01% | 1671 |
|
|
2014
Q4 | $113K | Sell |
2,377
-1,381
| -37% | -$65.7K | ﹤0.01% | 1480 |
|
|
2014
Q3 | $167K | Sell |
3,758
-30
| -0.8% | -$1.33K | ﹤0.01% | 1158 |
|
|
2014
Q2 | $177K | Buy |
3,788
+602
| +19% | +$28.1K | ﹤0.01% | 1093 |
|
|
2014
Q1 | $139K | Sell |
3,186
-1,422
| -31% | -$62K | ﹤0.01% | 1187 |
|
|
2013
Q4 | $191K | Sell |
4,608
-254
| -5% | -$10.5K | ﹤0.01% | 880 |
|
|
2013
Q3 | $206K | Buy |
4,862
+2,134
| +78% | +$90.4K | ﹤0.01% | 753 |
|
|
2013
Q2 | $115K | Buy |
+2,728
| New | +$115K | ﹤0.01% | 913 |
|