Geneos 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 | $9.49K | Sell |
215
-215
| -50% | -$9.49K | ﹤0.01% | 2348 |
|
|
2025
Q1 | $18.8K | Sell |
430
-128
| -23% | -$5.59K | ﹤0.01% | 2344 |
|
|
2024
Q4 | $23.9K | Buy |
558
+343
| +160% | +$14.7K | ﹤0.01% | 1639 |
|
|
2024
Q3 | $10.2K | Sell |
215
-500
| -70% | -$23.8K | ﹤0.01% | 1836 |
|
|
2024
Q2 | $29.7K | Hold |
715
| – | – | ﹤0.01% | 1241 |
|
|
2024
Q1 | $30.6K | Hold |
715
| – | – | ﹤0.01% | 1237 |
|
|
2023
Q4 | $31.3K | Hold |
715
| – | – | ﹤0.01% | 1220 |
|
|
2023
Q3 | $27.3K | Hold |
715
| – | – | ﹤0.01% | 1270 |
|
|
2023
Q2 | $29.4K | Sell |
715
-570
| -44% | -$23.4K | ﹤0.01% | 1252 |
|
|
2023
Q1 | $52.9K | Hold |
1,285
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q4 | $52.6K | Sell |
1,285
-350
| -21% | -$14.3K | ﹤0.01% | 1039 |
|
|
2022
Q3 | $63K | Sell |
1,635
-343
| -17% | -$13.2K | ﹤0.01% | 950 |
|
|
2022
Q2 | $88K | Hold |
1,978
| – | – | ﹤0.01% | 1053 |
|
|
2022
Q1 | $106K | Hold |
1,978
| – | – | ﹤0.01% | 1067 |
|
|
2021
Q4 | $111K | Hold |
1,978
| – | – | ﹤0.01% | 1123 |
|
|
2021
Q3 | $102K | Buy |
1,978
+343
| +21% | +$17.7K | ﹤0.01% | 1168 |
|
|
2021
Q2 | $84K | Sell |
1,635
-10,366
| -86% | -$533K | ﹤0.01% | 1235 |
|
|
2021
Q1 | $603K | Sell |
12,001
-668
| -5% | -$33.6K | 0.02% | 586 |
|
|
2020
Q4 | $70K | Buy |
12,669
+11,184
| +753% | +$61.8K | ﹤0.01% | 1301 |
|
|
2020
Q3 | $57K | Hold |
1,485
| – | – | ﹤0.01% | 1196 |
|
|
2020
Q2 | $57K | Hold |
1,485
| – | – | ﹤0.01% | 1162 |
|
|
2020
Q1 | $53K | Hold |
1,485
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q4 | $76K | Sell |
1,485
-277
| -16% | -$14.2K | ﹤0.01% | 1062 |
|
|
2019
Q3 | $91K | Hold |
1,762
| – | – | 0.01% | 931 |
|
|
2019
Q2 | $87K | Buy |
1,762
+500
| +40% | +$24.7K | 0.01% | 957 |
|
|
2019
Q1 | $63K | Sell |
1,262
-541
| -30% | -$27K | ﹤0.01% | 1031 |
|
|
2018
Q4 | $79K | Sell |
1,803
-338
| -16% | -$14.8K | 0.01% | 915 |
|
|
2018
Q3 | $101K | Buy |
2,141
+963
| +82% | +$45.4K | 0.01% | 878 |
|
|
2018
Q2 | $56K | Buy |
1,178
+215
| +22% | +$10.2K | ﹤0.01% | 991 |
|
|
2018
Q1 | $44K | Sell |
963
-340
| -26% | -$15.5K | ﹤0.01% | 1049 |
|
|
2017
Q4 | $63K | Buy |
1,303
+426
| +49% | +$20.6K | 0.01% | 914 |
|
|
2017
Q3 | $41K | Buy |
877
+58
| +7% | +$2.71K | ﹤0.01% | 1055 |
|
|
2017
Q2 | $39K | Buy |
819
+155
| +23% | +$7.38K | ﹤0.01% | 1031 |
|
|
2017
Q1 | $31K | Sell |
664
-20,033
| -97% | -$935K | ﹤0.01% | 1076 |
|
|
2016
Q4 | $969K | Sell |
20,697
-1,402
| -6% | -$65.6K | 0.13% | 162 |
|
|
2016
Q3 | $1.1M | Sell |
22,099
-2,925
| -12% | -$146K | 0.15% | 150 |
|
|
2016
Q2 | $1.26M | Sell |
25,024
-4,303
| -15% | -$217K | 0.18% | 123 |
|
|
2016
Q1 | $1.43M | Buy |
+29,327
| New | +$1.43M | 0.22% | 111 |
|