CWA
Cypress Wealth Advisors’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,014
| Closed | -$251K | – | 217 |
|
|
2016
Q3 | $251K | Hold |
6,014
| – | – | 0.11% | 154 |
|
|
2016
Q2 | $249K | Sell |
6,014
-735
| -11% | -$30.4K | 0.12% | 150 |
|
|
2016
Q1 | $280K | Hold |
6,749
| – | – | 0.13% | 138 |
|
|
2015
Q4 | $264K | Hold |
6,749
| – | – | 0.13% | 140 |
|
|
2015
Q3 | $266K | Hold |
6,749
| – | – | 0.14% | 141 |
|
|
2015
Q2 | $283K | Buy |
+6,749
| New | +$283K | 0.17% | 116 |
|