EverSource Wealth Advisors’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 | $36.6K | Hold |
830
| – | – | ﹤0.01% | 1824 |
|
|
2025
Q1 | $36.2K | Hold |
830
| – | – | ﹤0.01% | 1400 |
|
|
2024
Q4 | $35.6K | Sell |
830
-635
| -43% | -$27.2K | ﹤0.01% | 1343 |
|
|
2024
Q3 | $69.6K | Sell |
1,465
-20
| -1% | -$951 | ﹤0.01% | 925 |
|
|
2024
Q2 | $65.2K | Hold |
1,485
| – | – | ﹤0.01% | 967 |
|
|
2024
Q1 | $59.4K | Buy |
1,485
+20
| +1% | +$800 | ﹤0.01% | 905 |
|
|
2023
Q4 | $64K | Hold |
1,465
| – | – | 0.01% | 804 |
|
|
2023
Q3 | $56K | Hold |
1,465
| – | – | 0.01% | 765 |
|
|
2023
Q2 | $60.2K | Sell |
1,465
-8
| -0.5% | -$329 | 0.01% | 763 |
|
|
2023
Q1 | $60.6K | Hold |
1,473
| – | – | 0.01% | 718 |
|
|
2022
Q4 | $60.2K | Buy |
1,473
+490
| +50% | +$20K | 0.01% | 691 |
|
|
2022
Q3 | $38K | Buy |
+983
| New | +$38K | 0.01% | 710 |
|