GWA
Guidant Wealth Advisors’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $820K | Sell |
15,815
-1,005
| -6% | -$52.1K | 0.3% | 52 |
|
|
2019
Q2 | $839K | Sell |
16,820
-2,233
| -12% | -$111K | 0.32% | 53 |
|
|
2019
Q1 | $953K | Sell |
19,053
-2,790
| -13% | -$140K | 0.37% | 49 |
|
|
2018
Q4 | $966K | Sell |
21,843
-3,598
| -14% | -$159K | 0.45% | 44 |
|
|
2018
Q3 | $1.2M | Sell |
25,441
-1,896
| -7% | -$89.7K | 0.5% | 23 |
|
|
2018
Q2 | $1.31M | Sell |
27,337
-606
| -2% | -$29K | 0.57% | 22 |
|
|
2018
Q1 | $1.28M | Buy |
27,943
+1,360
| +5% | +$62.1K | 0.58% | 23 |
|
|
2017
Q4 | $1.29M | Buy |
26,583
+1,311
| +5% | +$63.7K | 0.58% | 23 |
|
|
2017
Q3 | $1.21M | Buy |
25,272
+1,989
| +9% | +$94.9K | 0.86% | 22 |
|
|
2017
Q2 | $1.09M | Buy |
23,283
+542
| +2% | +$25.3K | 0.56% | 39 |
|
|
2017
Q1 | $1.08M | Sell |
22,741
-264
| -1% | -$12.5K | 0.56% | 41 |
|
|
2016
Q4 | $1.08M | Sell |
23,005
-3,581
| -13% | -$168K | 0.61% | 41 |
|
|
2016
Q3 | $1.29M | Buy |
+26,586
| New | +$1.29M | 0.79% | 36 |
|