EP Wealth Advisors’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
2020 Q3	–	Sell	-10,957	Closed	-$428K	–	383
2020 Q2	$428K	Sell	10,957 -1,014	-8%	-$39.6K	0.02%	262
2020 Q1	$431K	Sell	11,971 -13	-0.1%	-$468	0.02%	266
2019 Q4	$617K	Buy	+11,984	New	+$617K	0.03%	250