Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $17.9K | Buy |
438
+219
| +100% | +$8.96K | ﹤0.01% | 682 |
|
|
2022
Q3 | $8K | Sell |
219
-467
| -68% | -$17.1K | ﹤0.01% | 693 |
|
|
2022
Q2 | $30.3K | Sell |
686
-91
| -12% | -$4.02K | 0.01% | 488 |
|
|
2022
Q1 | $42K | Buy |
+777
| New | +$42K | 0.01% | 499 |
|
|
2021
Q3 | $36K | Hold |
704
| – | – | 0.01% | 493 |
|
|
2021
Q2 | $36K | Sell |
704
-140
| -17% | -$7.16K | 0.01% | 497 |
|
|
2021
Q1 | $40K | Buy |
+844
| New | +$40K | 0.02% | 411 |
|