Heritage Wealth Advisors’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 | $946 | Hold |
21
| – | – | ﹤0.01% | 534 |
|
|
2025
Q1 | $936 | Hold |
21
| – | – | ﹤0.01% | 535 |
|
|
2024
Q4 | $920 | Hold |
21
| – | – | ﹤0.01% | 578 |
|
|
2024
Q3 | $1.02K | Hold |
21
| – | – | ﹤0.01% | 571 |
|
|
2024
Q2 | $890 | Hold |
21
| – | – | ﹤0.01% | 489 |
|
|
2024
Q1 | $918 | Hold |
21
| – | – | ﹤0.01% | 509 |
|
|
2023
Q4 | $937 | Hold |
21
| – | – | ﹤0.01% | 517 |
|
|
2023
Q3 | $819 | Hold |
21
| – | – | ﹤0.01% | 477 |
|
|
2023
Q2 | $881 | Hold |
21
| – | – | ﹤0.01% | 516 |
|
|
2023
Q1 | $883 | Hold |
21
| – | – | ﹤0.01% | 534 |
|
|
2022
Q4 | $877 | Hold |
21
| – | – | ﹤0.01% | 524 |
|
|
2022
Q3 | $830 | Hold |
21
| – | – | ﹤0.01% | 500 |
|
|
2022
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 542 |
|
|
2022
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 521 |
|
|
2021
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 530 |
|
|
2021
Q3 | $1.1K | Hold |
21
| – | – | ﹤0.01% | 510 |
|
|
2021
Q2 | $1.1K | Hold |
21
| – | – | ﹤0.01% | 525 |
|
|
2021
Q1 | $1.01K | Hold |
21
| – | – | ﹤0.01% | 534 |
|
|
2020
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 531 |
|
|
2020
Q3 | $847 | Hold |
21
| – | – | ﹤0.01% | 453 |
|
|
2020
Q2 | $837 | Hold |
21
| – | – | ﹤0.01% | 429 |
|
|
2020
Q1 | $772 | Hold |
21
| – | – | ﹤0.01% | 431 |
|
|
2019
Q4 | $1.11K | Hold |
21
| – | – | ﹤0.01% | 659 |
|
|
2019
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 426 |
|
|
2019
Q2 | $1.07K | Hold |
21
| – | – | ﹤0.01% | 438 |
|
|
2019
Q1 | $1.07K | Hold |
21
| – | – | ﹤0.01% | 423 |
|
|
2018
Q4 | $0 | Hold |
21
| – | – | ﹤0.01% | 408 |
|
|
2018
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 374 |
|