GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,156
| Closed | -$541K | – | 370 |
|
|
2023
Q3 | $541K | Buy |
14,156
+4,054
| +40% | +$155K | 0.05% | 230 |
|
|
2023
Q2 | $415K | Hold |
10,102
| – | – | 0.04% | 255 |
|
|
2023
Q1 | $416K | Hold |
10,102
| – | – | 0.05% | 212 |
|
|
2022
Q4 | $413K | Hold |
10,102
| – | – | 0.09% | 145 |
|
|
2022
Q3 | $391K | Buy |
+10,102
| New | +$391K | 0.11% | 125 |
|