Great Valley Advisor Group’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 | $1.38M | Buy |
31,176
+1,055
| +4% | +$46.6K | 0.03% | 396 |
|
|
2025
Q1 | $1.31M | Buy |
30,121
+3,609
| +14% | +$157K | 0.03% | 391 |
|
|
2024
Q4 | $1.14M | Buy |
26,512
+438
| +2% | +$18.8K | 0.03% | 418 |
|
|
2024
Q3 | $1.24M | Buy |
26,074
+1,049
| +4% | +$49.9K | 0.03% | 393 |
|
|
2024
Q2 | $1.04M | Buy |
25,025
+599
| +2% | +$24.9K | 0.03% | 381 |
|
|
2024
Q1 | $1.05M | Buy |
24,426
+916
| +4% | +$39.2K | 0.03% | 366 |
|
|
2023
Q4 | $1.03M | Buy |
23,510
+2,555
| +12% | +$112K | 0.04% | 336 |
|
|
2023
Q3 | $800K | Buy |
20,955
+4,417
| +27% | +$169K | 0.03% | 349 |
|
|
2023
Q2 | $679K | Sell |
16,538
-275
| -2% | -$11.3K | 0.03% | 380 |
|
|
2023
Q1 | $692K | Buy |
16,813
+2,828
| +20% | +$116K | 0.03% | 374 |
|
|
2022
Q4 | $572K | Sell |
13,985
-1,322
| -9% | -$54.1K | 0.03% | 419 |
|
|
2022
Q3 | $592K | Buy |
15,307
+3,812
| +33% | +$147K | 0.03% | 391 |
|
|
2022
Q2 | $507K | Buy |
+11,495
| New | +$507K | 0.03% | 421 |
|