Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-45
| Closed | -$2K | – | 153 |
|
|
2019
Q2 | $2K | Hold |
45
| – | – | ﹤0.01% | 141 |
|
|
2019
Q1 | $2K | Sell |
45
-1,327
| -97% | -$59K | ﹤0.01% | 138 |
|
|
2018
Q4 | $61K | Hold |
1,372
| – | – | 0.02% | 106 |
|
|
2018
Q3 | $65K | Sell |
1,372
-40
| -3% | -$1.9K | 0.02% | 101 |
|
|
2018
Q2 | $68K | Hold |
1,412
| – | – | 0.02% | 110 |
|
|
2018
Q1 | $65K | Sell |
1,412
-3,134
| -69% | -$144K | 0.02% | 101 |
|
|
2017
Q4 | $222K | Sell |
4,546
-2,890
| -39% | -$141K | 0.06% | 65 |
|
|
2017
Q3 | $355K | Sell |
7,436
-3,900
| -34% | -$186K | 0.12% | 39 |
|
|
2017
Q2 | $541K | Sell |
11,336
-1,258
| -10% | -$60K | 0.19% | 39 |
|
|
2017
Q1 | $593K | Buy |
+12,594
| New | +$593K | 0.22% | 36 |
|