Heritage Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-387
| Closed | -$17K | – | 369 |
|
|
2018
Q4 | $17K | Sell |
387
-387
| -50% | -$17K | 0.01% | 266 |
|
|
2018
Q3 | $37K | Hold |
774
| – | – | 0.01% | 228 |
|
|
2018
Q2 | $37K | Hold |
774
| – | – | 0.01% | 224 |
|
|
2018
Q1 | $36K | Hold |
774
| – | – | 0.01% | 219 |
|
|
2017
Q4 | $38K | Hold |
774
| – | – | 0.01% | 201 |
|
|
2017
Q3 | $37K | Buy |
+774
| New | +$37K | 0.01% | 212 |
|