FANJ
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Financial Architects (New Jersey)’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Financial Architects (New Jersey)’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-238
Closed -$11K – 1581
2017
Q2 		$11K Hold
238
– – ﹤0.01% 1120
2017
Q1 		$11K Hold
238
– – ﹤0.01% 1117
2016
Q4 		$11K Sell
238
-1,573
-87% -$73.1K ﹤0.01% 989
2016
Q3 		$90K Hold
1,811
– – 0.02% 419
2016
Q2 		$91K Hold
1,811
– – 0.03% 391
2016
Q1 		$89K Buy
+1,811
New +$82.5K 0.03% 300
2015
Q3 		– Sell
-210
Closed -$10K – 759
2015
Q2 		$10K Hold
210
– – ﹤0.01% 801
2015
Q1 		$10K Buy
+210
New +$10.5K ﹤0.01% 721

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GT
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SFA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return