FVWA
Foster Victor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-86,656
| Closed | -$3.98M | – | 201 |
|
|
2024
Q3 | $3.98M | Buy |
+86,656
| New | +$3.98M | 0.32% | 93 |
|
|
2024
Q1 | – | Sell |
-93,232
| Closed | -$4.05M | – | 178 |
|
|
2023
Q4 | $4.05M | Buy |
+93,232
| New | +$4.05M | 0.42% | 74 |
|
|
2022
Q1 | – | Sell |
-86,577
| Closed | -$4.76M | – | 149 |
|
|
2021
Q4 | $4.76M | Buy |
86,577
+6,860
| +9% | +$377K | 0.65% | 59 |
|
|
2021
Q3 | $4.07M | Buy |
79,717
+3,690
| +5% | +$188K | 0.65% | 54 |
|
|
2021
Q2 | $3.92M | Buy |
+76,027
| New | +$3.92M | 0.65% | 50 |
|
|
2019
Q4 | – | Sell |
-32,768
| Closed | -$1.7M | – | 110 |
|
|
2019
Q3 | $1.7M | Buy |
32,768
+28,176
| +614% | +$1.46M | 0.95% | 32 |
|
|
2019
Q2 | $234K | Buy |
+4,592
| New | +$234K | 0.17% | 83 |
|