FSB Premier Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
14,270
+1
| +0% | +$44 | 0.22% | 114 |
|
|
2025
Q1 | $623K | Sell |
14,269
-20
| -0.1% | -$873 | 0.24% | 111 |
|
|
2024
Q4 | $613K | Buy |
14,289
+44
| +0.3% | +$1.89K | 0.25% | 104 |
|
|
2024
Q3 | $677K | Buy |
14,245
+423
| +3% | +$20.1K | 0.28% | 95 |
|
|
2024
Q2 | $574K | Sell |
13,822
-476
| -3% | -$19.8K | 0.26% | 95 |
|
|
2024
Q1 | $612K | Sell |
14,298
-1,803
| -11% | -$77.2K | 0.29% | 77 |
|
|
2023
Q4 | $704K | Sell |
16,101
-33
| -0.2% | -$1.44K | 0.35% | 66 |
|
|
2023
Q3 | $616K | Buy |
16,134
+41
| +0.3% | +$1.57K | 0.34% | 67 |
|
|
2023
Q2 | $661K | Buy |
16,093
+33
| +0.2% | +$1.36K | 0.36% | 61 |
|
|
2023
Q1 | $661K | Buy |
16,060
+5,422
| +51% | +$223K | 0.37% | 59 |
|
|
2022
Q4 | $435K | Buy |
10,638
+299
| +3% | +$12.2K | 0.24% | 82 |
|
|
2022
Q3 | $400K | Buy |
10,339
+1,288
| +14% | +$49.8K | 0.23% | 84 |
|
|
2022
Q2 | $399K | Sell |
9,051
-181
| -2% | -$7.98K | 0.22% | 90 |
|
|
2022
Q1 | $492K | Sell |
9,232
-62
| -0.7% | -$3.3K | 0.25% | 82 |
|
|
2021
Q4 | $525K | Buy |
9,294
+493
| +6% | +$27.8K | 0.22% | 82 |
|
|
2021
Q3 | $449K | Sell |
8,801
-12
| -0.1% | -$612 | 0.22% | 75 |
|
|
2021
Q2 | $453K | Sell |
8,813
-174
| -2% | -$8.94K | 0.23% | 69 |
|
|
2021
Q1 | $424K | Sell |
8,987
-2,391
| -21% | -$113K | 0.23% | 73 |
|
|
2020
Q4 | $505K | Buy |
+11,378
| New | +$505K | 0.27% | 66 |
|