Emerson Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6.65M | Buy |
150,679
+2,492
| +2% | +$110K | 4.36% | 6 |
|
|
2022
Q1 | $8M | Sell |
148,187
-21,398
| -13% | -$1.16M | 4.43% | 5 |
|
|
2021
Q4 | $9.59M | Sell |
169,585
-1,730
| -1% | -$97.8K | 5% | 5 |
|
|
2021
Q3 | $8.75M | Sell |
171,315
-2,402
| -1% | -$123K | 4.88% | 5 |
|
|
2021
Q2 | $8.95M | Sell |
173,717
-3,836
| -2% | -$198K | 4.93% | 5 |
|
|
2021
Q1 | $8.38M | Sell |
177,553
-16,067
| -8% | -$759K | 4.98% | 5 |
|
|
2020
Q4 | $8.61M | Sell |
193,620
-315
| -0.2% | -$14K | 5.09% | 5 |
|
|
2020
Q3 | $7.66M | Sell |
193,935
-24,272
| -11% | -$959K | 5.17% | 5 |
|
|
2020
Q2 | $8.52M | Buy |
218,207
+28,926
| +15% | +$1.13M | 6.02% | 5 |
|
|
2020
Q1 | $6.81M | Buy |
+189,281
| New | +$6.81M | 6.05% | 6 |
|