FWA
FSM 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 | $2.08M | Sell |
47,203
-18,816
| -29% | -$830K | 0.34% | 53 |
|
|
2025
Q1 | $2.88M | Sell |
66,019
-22,013
| -25% | -$961K | 0.65% | 27 |
|
|
2024
Q4 | $3.77M | Buy |
88,032
+9,581
| +12% | +$411K | 0.92% | 23 |
|
|
2024
Q3 | $3.73M | Sell |
78,451
-115,905
| -60% | -$5.51M | 0.99% | 23 |
|
|
2024
Q2 | $8.07M | Buy |
194,356
+25,457
| +15% | +$1.06M | 2.71% | 13 |
|
|
2024
Q1 | $7.23M | Buy |
168,899
+34,071
| +25% | +$1.46M | 2.57% | 12 |
|
|
2023
Q4 | $5.89M | Buy |
134,828
+27,797
| +26% | +$1.22M | 2.51% | 13 |
|
|
2023
Q3 | $4.09M | Buy |
107,031
+24,507
| +30% | +$936K | 2.06% | 14 |
|
|
2023
Q2 | $3.46M | Buy |
82,524
+20,912
| +34% | +$877K | 1.74% | 16 |
|
|
2023
Q1 | $2.54M | Buy |
61,612
+18,688
| +44% | +$769K | 1.47% | 17 |
|
|
2022
Q4 | $1.76M | Buy |
42,924
+6,657
| +18% | +$272K | 1.25% | 23 |
|
|
2022
Q3 | $1.4M | Buy |
36,267
+4,650
| +15% | +$180K | 1.17% | 23 |
|
|
2022
Q2 | $1.49M | Buy |
+31,617
| New | +$1.49M | 1.47% | 20 |
|