Elevation Wealth Partners’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 |
-1,835
| Closed | -$50.6K | – | 527 |
|
|
2024
Q3 | $50.6K | Hold |
1,835
| – | – | 0.02% | 220 |
|
|
2024
Q2 | $44K | Hold |
1,835
| – | – | 0.02% | 226 |
|
|
2024
Q1 | $47.9K | Hold |
1,835
| – | – | 0.02% | 222 |
|
|
2023
Q4 | $43.6K | Hold |
1,835
| – | – | 0.03% | 223 |
|
|
2023
Q3 | $43.6K | Hold |
1,835
| – | – | 0.04% | 163 |
|
|
2023
Q2 | $45.5K | Hold |
1,835
| – | – | 0.04% | 164 |
|
|
2023
Q1 | $48.2K | Buy |
+1,835
| New | +$48.2K | 0.04% | 156 |
|