EWM
Empirical Wealth Management’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
5,471
-48
| -0.9% | -$2.12K | 0.01% | 581 |
|
|
2025
Q1 | $241K | Sell |
5,519
-817
| -13% | -$35.7K | 0.01% | 558 |
|
|
2024
Q4 | $272K | Sell |
6,336
-140
| -2% | -$6.01K | 0.01% | 518 |
|
|
2024
Q3 | $308K | Sell |
6,476
-818
| -11% | -$38.9K | 0.01% | 457 |
|
|
2024
Q2 | $303K | Sell |
7,294
-640
| -8% | -$26.6K | 0.01% | 456 |
|
|
2024
Q1 | $340K | Sell |
7,934
-27
| -0.3% | -$1.16K | 0.01% | 410 |
|
|
2023
Q4 | $348K | Sell |
7,961
-795
| -9% | -$34.7K | 0.01% | 372 |
|
|
2023
Q3 | $334K | Sell |
8,756
-105
| -1% | -$4.01K | 0.01% | 351 |
|
|
2023
Q2 | $364K | Buy |
8,861
+885
| +11% | +$36.3K | 0.01% | 346 |
|
|
2023
Q1 | $328K | Sell |
7,976
-287
| -3% | -$11.8K | 0.01% | 380 |
|
|
2022
Q4 | $338K | Buy |
8,263
+1,318
| +19% | +$53.9K | 0.02% | 364 |
|
|
2022
Q3 | $269K | Buy |
6,945
+205
| +3% | +$7.94K | 0.01% | 394 |
|
|
2022
Q2 | $298K | Sell |
6,740
-96
| -1% | -$4.25K | 0.02% | 388 |
|
|
2022
Q1 | $369K | Sell |
6,836
-159
| -2% | -$8.58K | 0.02% | 370 |
|
|
2021
Q4 | $395K | Sell |
6,995
-173
| -2% | -$9.77K | 0.02% | 383 |
|
|
2021
Q3 | $366K | Sell |
7,168
-200
| -3% | -$10.2K | 0.02% | 354 |
|
|
2021
Q2 | $379K | Hold |
7,368
| – | – | 0.02% | 338 |
|
|
2021
Q1 | $348K | Buy |
7,368
+35
| +0.5% | +$1.65K | 0.03% | 300 |
|
|
2020
Q4 | $326K | Sell |
7,333
-323
| -4% | -$14.4K | 0.02% | 296 |
|
|
2020
Q3 | $302K | Buy |
7,656
+160
| +2% | +$6.31K | 0.03% | 281 |
|
|
2020
Q2 | $293K | Sell |
7,496
-435
| -5% | -$17K | 0.03% | 281 |
|
|
2020
Q1 | $286K | Buy |
7,931
+1,942
| +32% | +$70K | 0.03% | 249 |
|
|
2019
Q4 | $309K | Sell |
5,989
-552
| -8% | -$28.5K | 0.03% | 249 |
|
|
2019
Q3 | $339K | Buy |
6,541
+309
| +5% | +$16K | 0.04% | 213 |
|
|
2019
Q2 | $311K | Sell |
6,232
-118
| -2% | -$5.89K | 0.04% | 201 |
|
|
2019
Q1 | $318K | Buy |
6,350
+4
| +0.1% | +$200 | 0.05% | 179 |
|
|
2018
Q4 | $281K | Sell |
6,346
-169
| -3% | -$7.48K | 0.05% | 165 |
|
|
2018
Q3 | $310K | Hold |
6,515
| – | – | 0.05% | 163 |
|
|
2018
Q2 | $313K | Buy |
6,515
+58
| +0.9% | +$2.79K | 0.06% | 144 |
|
|
2018
Q1 | $299K | Sell |
6,457
-146
| -2% | -$6.76K | 0.06% | 132 |
|
|
2017
Q4 | $323K | Buy |
6,603
+132
| +2% | +$6.46K | 0.07% | 108 |
|
|
2017
Q3 | $309K | Sell |
6,471
-465
| -7% | -$22.2K | 0.07% | 104 |
|
|
2017
Q2 | $331K | Buy |
6,936
+22
| +0.3% | +$1.05K | 0.08% | 101 |
|
|
2017
Q1 | $326K | Sell |
6,914
-314
| -4% | -$14.8K | 0.08% | 100 |
|
|
2016
Q4 | $339K | Sell |
7,228
-777
| -10% | -$36.4K | 0.08% | 95 |
|
|
2016
Q3 | $399K | Sell |
8,005
-463
| -5% | -$23.1K | 0.1% | 79 |
|
|
2016
Q2 | $426K | Sell |
8,468
-2,492
| -23% | -$125K | 0.11% | 74 |
|
|
2016
Q1 | $537K | Sell |
10,960
-3,260
| -23% | -$160K | 0.13% | 68 |
|
|
2015
Q4 | $665K | Sell |
14,220
-1,412
| -9% | -$66K | 0.16% | 63 |
|
|
2015
Q3 | $706K | Buy |
15,632
+700
| +5% | +$31.6K | 0.17% | 64 |
|
|
2015
Q2 | $684K | Sell |
14,932
-83
| -0.6% | -$3.8K | 0.16% | 61 |
|
|
2015
Q1 | $746K | Sell |
15,015
-656
| -4% | -$32.6K | 0.18% | 56 |
|
|
2014
Q4 | $748K | Buy |
15,671
+105
| +0.7% | +$5.01K | 0.18% | 56 |
|
|
2014
Q3 | $690K | Buy |
15,566
+128
| +0.8% | +$5.67K | 0.17% | 58 |
|
|
2014
Q2 | $720K | Buy |
15,438
+87
| +0.6% | +$4.06K | 0.18% | 54 |
|
|
2014
Q1 | $671K | Buy |
15,351
+589
| +4% | +$25.7K | 0.18% | 56 |
|
|
2013
Q4 | $613K | Sell |
14,762
-743
| -5% | -$30.9K | 0.17% | 55 |
|
|
2013
Q3 | $656K | Buy |
15,505
+353
| +2% | +$14.9K | 0.21% | 50 |
|
|
2013
Q2 | $638K | Buy |
+15,152
| New | +$638K | 0.21% | 47 |
|