Global Retirement Partners’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 | $41.1K | Buy |
+930
| New | +$41.1K | ﹤0.01% | 1884 |
|
2024
Q4 | $42.5K | Sell |
992
-376
| -27% | -$16.1K | ﹤0.01% | 1696 |
|
2024
Q3 | $65K | Buy |
1,368
+18
| +1% | +$856 | ﹤0.01% | 1434 |
|
2024
Q2 | $56.1K | Buy |
1,350
+367
| +37% | +$15.2K | ﹤0.01% | 1478 |
|
2024
Q1 | $42.1K | Buy |
983
+1
| +0.1% | +$43 | ﹤0.01% | 1480 |
|
2023
Q4 | $42.1K | Buy |
982
+3
| +0.3% | +$129 | ﹤0.01% | 1441 |
|
2023
Q3 | $36.4K | Sell |
979
-361
| -27% | -$13.4K | ﹤0.01% | 1414 |
|
2023
Q2 | $55K | Sell |
1,340
-35
| -3% | -$1.44K | ﹤0.01% | 1225 |
|
2023
Q1 | $56.3K | Buy |
1,375
+354
| +35% | +$14.5K | ﹤0.01% | 1180 |
|
2022
Q4 | $41.8K | Buy |
1,021
+621
| +155% | +$25.4K | ﹤0.01% | 1166 |
|
2022
Q3 | $16K | Buy |
400
+3
| +0.8% | +$120 | ﹤0.01% | 1489 |
|
2022
Q2 | $18K | Buy |
397
+3
| +0.8% | +$136 | ﹤0.01% | 1394 |
|
2022
Q1 | $19K | Buy |
+394
| New | +$19K | ﹤0.01% | 1369 |
|
2021
Q4 | – | Sell |
-378
| Closed | -$19K | – | 1480 |
|
2021
Q3 | $19K | Buy |
378
+1
| +0.3% | +$50 | ﹤0.01% | 1225 |
|
2021
Q2 | $19K | Buy |
377
+2
| +0.5% | +$101 | ﹤0.01% | 1202 |
|
2021
Q1 | $18K | Buy |
375
+247
| +193% | +$11.9K | ﹤0.01% | 1141 |
|
2020
Q4 | $6K | Hold |
128
| – | – | ﹤0.01% | 1406 |
|
2020
Q3 | $5K | Hold |
128
| – | – | ﹤0.01% | 1333 |
|
2020
Q2 | $5K | Hold |
128
| – | – | ﹤0.01% | 1302 |
|
2020
Q1 | $5K | Hold |
128
| – | – | ﹤0.01% | 1244 |
|
2019
Q4 | $7K | Hold |
128
| – | – | ﹤0.01% | 1253 |
|
2019
Q3 | $7K | Sell |
128
-31
| -19% | -$1.7K | ﹤0.01% | 1216 |
|
2019
Q2 | $8K | Sell |
159
-618
| -80% | -$31.1K | ﹤0.01% | 1180 |
|
2019
Q1 | $39K | Sell |
777
-300
| -28% | -$15.1K | 0.01% | 611 |
|
2018
Q4 | $48K | Hold |
1,077
| – | – | 0.01% | 520 |
|
2018
Q3 | $51K | Hold |
1,077
| – | – | 0.01% | 561 |
|
2018
Q2 | $52K | Sell |
1,077
-345
| -24% | -$16.7K | 0.01% | 536 |
|
2018
Q1 | $66K | Buy |
1,422
+24
| +2% | +$1.11K | 0.02% | 460 |
|
2017
Q4 | $68K | Hold |
1,398
| – | – | 0.02% | 433 |
|
2017
Q3 | $67K | Hold |
1,398
| – | – | 0.03% | 382 |
|
2017
Q2 | $67K | Hold |
1,398
| – | – | 0.03% | 358 |
|
2017
Q1 | $66K | Sell |
1,398
-2,446
| -64% | -$115K | 0.04% | 340 |
|
2016
Q4 | $180K | Buy |
+3,844
| New | +$180K | 0.12% | 158 |
|