Gradient Capital Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,305
Closed -$244K 137
2022
Q3
$244K Sell
6,305
-4,334
-41% -$194K 0.12% 115
2022
Q2
$470K Sell
10,639
-10,201
-49% -$500K 0.23% 81
2022
Q1
$1.13M Sell
20,840
-3,369
-14% -$178K 0.48% 50
2021
Q4
$1.37M Sell
24,209
-793
-3% -$43.1K 0.57% 41
2021
Q3
$1.28M Buy
25,002
+98
+0.4% +$5.23K 0.59% 40
2021
Q2
$1.28M Buy
24,904
+430
+2% +$21.8K 0.6% 37
2021
Q1
$1.16M Sell
24,474
-188
-0.8% -$8.58K 0.61% 35
2020
Q4
$1.1M Buy
24,662
+898
+4% +$37.9K 0.62% 38
2020
Q3
$939K Sell
23,764
-89
-0.4% -$3.56K 0.59% 41
2020
Q2
$931K Sell
23,853
-880
-4% -$33.6K 0.63% 40
2020
Q1
$890K Sell
24,733
-855
-3% -$40.6K 0.72% 37
2019
Q4
$1.32M Sell
25,588
-635
-2% -$33K 0.92% 30
2019
Q3
$1.36M Sell
26,223
-1,338
-5% -$67.9K 1.02% 27
2019
Q2
$1.38M Buy
27,561
+582
+2% +$29.1K 1.06% 25
2019
Q1
$1.35M Buy
26,979
+2,285
+9% +$110K 1.08% 26
2018
Q4
$1.09M Buy
24,694
+1,866
+8% +$86.4K 0.94% 27
2018
Q3
$1.09M Buy
22,828
+400
+2% +$19.4K 0.92% 26
2018
Q2
$1.08M Buy
22,428
+415
+2% +$19.6K 1% 24
2018
Q1
$1.02M Sell
22,013
-409
-2% -$19.1K 1.02% 24
2017
Q4
$1.1M Buy
+22,422
New +$1.08M 1.12% 22

Other funds holding RWO