Geneos Wealth Management’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.6K Sell
897
-897
-50% -$24.6K ﹤0.01% 1931
2025
Q1
$43.9K Buy
1,794
+926
+107% +$22.7K ﹤0.01% 1992
2024
Q4
$20K Buy
868
+1
+0.1% +$23 ﹤0.01% 1724
2024
Q3
$23.9K Hold
867
﹤0.01% 1498
2024
Q2
$20.8K Buy
867
+86
+11% +$2.06K ﹤0.01% 1339
2024
Q1
$20.4K Hold
781
﹤0.01% 1356
2023
Q4
$21.3K Sell
781
-4
-0.5% -$109 ﹤0.01% 1327
2023
Q3
$18.7K Sell
785
-47
-6% -$1.12K ﹤0.01% 1393
2023
Q2
$20.6K Buy
832
+28
+3% +$694 ﹤0.01% 1370
2023
Q1
$21.1K Sell
804
-4
-0.5% -$105 ﹤0.01% 1329
2022
Q4
$21.6K Buy
808
+124
+18% +$3.32K ﹤0.01% 1319
2022
Q3
$16K Buy
684
+24
+4% +$561 ﹤0.01% 1402
2022
Q2
$18K Sell
660
-104
-14% -$2.84K ﹤0.01% 1737
2022
Q1
$26K Buy
764
+233
+44% +$7.93K ﹤0.01% 1678
2021
Q4
$18K Sell
531
-183
-26% -$6.2K ﹤0.01% 1949
2021
Q3
$25K Buy
714
+50
+8% +$1.75K ﹤0.01% 1806
2021
Q2
$24K Buy
664
+4
+0.6% +$145 ﹤0.01% 1823
2021
Q1
$23K Hold
660
﹤0.01% 2014
2020
Q4
$22K Buy
660
+94
+17% +$3.13K ﹤0.01% 1856
2020
Q3
$16K Buy
566
+129
+30% +$3.65K ﹤0.01% 1766
2020
Q2
$12K Buy
437
+71
+19% +$1.95K ﹤0.01% 1850
2020
Q1
$9K Buy
+366
New +$9K ﹤0.01% 1868
2018
Q2
Sell
-450
Closed -$18K 2316
2018
Q1
$18K Sell
450
-120
-21% -$4.8K ﹤0.01% 1440
2017
Q4
$23K Sell
570
-69
-11% -$2.78K ﹤0.01% 1332
2017
Q3
$24K Hold
639
﹤0.01% 1255
2017
Q2
$24K Sell
639
-207
-24% -$7.78K ﹤0.01% 1205
2017
Q1
$31K Hold
846
﹤0.01% 1077
2016
Q4
$30K Sell
846
-512
-38% -$18.2K ﹤0.01% 1027
2016
Q3
$56K Hold
1,358
0.01% 775
2016
Q2
$56K Buy
1,358
+512
+61% +$21.1K 0.01% 776
2016
Q1
$34K Buy
+846
New +$34K 0.01% 921