Emery Howard Portfolio Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,250
| Closed | -$345K | – | 33 |
|
|
2018
Q3 | $345K | Sell |
7,250
-461
| -6% | -$21.9K | 0.07% | 32 |
|
|
2018
Q2 | $371K | Sell |
7,711
-657
| -8% | -$31.6K | 0.08% | 30 |
|
|
2018
Q1 | $387K | Sell |
8,368
-607
| -7% | -$28.1K | 0.08% | 27 |
|
|
2017
Q4 | $439K | Buy |
8,975
+553
| +7% | +$27K | 0.09% | 27 |
|
|
2017
Q3 | $402K | Sell |
8,422
-234
| -3% | -$11.2K | 0.09% | 27 |
|
|
2017
Q2 | $413K | Sell |
8,656
-231,597
| -96% | -$11.1M | 0.09% | 27 |
|
|
2017
Q1 | $11.3M | Sell |
240,253
-15,038
| -6% | -$708K | 2.56% | 11 |
|
|
2016
Q4 | $12M | Sell |
255,291
-5,815
| -2% | -$272K | 2.82% | 10 |
|
|
2016
Q3 | $13M | Sell |
261,106
-9,412
| -3% | -$469K | 3.11% | 10 |
|
|
2016
Q2 | $13.6M | Sell |
270,518
-10,784
| -4% | -$543K | 3.39% | 9 |
|
|
2016
Q1 | $13.8M | Sell |
281,302
-3,754
| -1% | -$184K | 3.49% | 9 |
|
|
2015
Q4 | $13.3M | Buy |
285,056
+8,680
| +3% | +$406K | 3.44% | 8 |
|
|
2015
Q3 | $12.5M | Sell |
276,376
-3,852
| -1% | -$174K | 3.41% | 8 |
|
|
2015
Q2 | $12.8M | Buy |
280,228
+8,081
| +3% | +$370K | 3.3% | 9 |
|
|
2015
Q1 | $13.5M | Buy |
272,147
+17,427
| +7% | +$866K | 3.48% | 9 |
|
|
2014
Q4 | $12.2M | Buy |
254,720
+46,768
| +22% | +$2.23M | 3.52% | 8 |
|
|
2014
Q3 | $9.22M | Buy |
207,952
+177,181
| +576% | +$7.85M | 2.92% | 8 |
|
|
2014
Q2 | $1.44M | Buy |
+30,771
| New | +$1.44M | 0.44% | 17 |
|