HHM 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 | $1.07M | Sell |
24,235
-5,895
| -20% | -$260K | 0.13% | 66 |
|
|
2025
Q1 | $1.31M | Sell |
30,130
-3,775
| -11% | -$165K | 0.18% | 58 |
|
|
2024
Q4 | $1.45M | Sell |
33,905
-4,508
| -12% | -$193K | 0.2% | 55 |
|
|
2024
Q3 | $1.83M | Sell |
38,413
-187
| -0.5% | -$8.89K | 0.26% | 37 |
|
|
2024
Q2 | $1.6M | Sell |
38,600
-610
| -2% | -$25.3K | 0.24% | 43 |
|
|
2024
Q1 | $1.68M | Sell |
39,210
-105
| -0.3% | -$4.5K | 0.28% | 32 |
|
|
2023
Q4 | $1.72M | Sell |
39,315
-11,304
| -22% | -$494K | 0.3% | 30 |
|
|
2023
Q3 | $1.93M | Sell |
50,619
-1,084
| -2% | -$41.4K | 0.38% | 23 |
|
|
2023
Q2 | $2.12M | Buy |
51,703
+140
| +0.3% | +$5.75K | 0.4% | 24 |
|
|
2023
Q1 | $2.12M | Buy |
51,563
+686
| +1% | +$28.2K | 0.43% | 22 |
|
|
2022
Q4 | $2.08M | Sell |
50,877
-12,163
| -19% | -$497K | 0.48% | 23 |
|
|
2022
Q3 | $2.44M | Buy |
63,040
+2,480
| +4% | +$96K | 0.64% | 18 |
|
|
2022
Q2 | $2.67M | Buy |
60,560
+799
| +1% | +$35.3K | 0.68% | 18 |
|
|
2022
Q1 | $3.23M | Buy |
59,761
+1,472
| +3% | +$79.5K | 0.75% | 16 |
|
|
2021
Q4 | $3.3M | Buy |
58,289
+634
| +1% | +$35.8K | 0.8% | 16 |
|
|
2021
Q3 | $2.94M | Sell |
57,655
-3,252
| -5% | -$166K | 0.8% | 17 |
|
|
2021
Q2 | $3.14M | Sell |
60,907
-5,506
| -8% | -$283K | 0.85% | 15 |
|
|
2021
Q1 | $3.14M | Sell |
66,413
-149,344
| -69% | -$7.05M | 0.97% | 13 |
|
|
2020
Q4 | $9.59M | Buy |
215,757
+774
| +0.4% | +$34.4K | 3.3% | 6 |
|
|
2020
Q3 | $8.49M | Buy |
214,983
+404
| +0.2% | +$16K | 3.4% | 6 |
|
|
2020
Q2 | $8.38M | Buy |
214,579
+18,575
| +9% | +$725K | 3.5% | 6 |
|
|
2020
Q1 | $7.06M | Buy |
196,004
+56,536
| +41% | +$2.04M | 3.44% | 7 |
|
|
2019
Q4 | $7.19M | Buy |
139,468
+16,932
| +14% | +$872K | 3.45% | 7 |
|
|
2019
Q3 | $6.36M | Sell |
122,536
-1,766
| -1% | -$91.6K | 3.62% | 7 |
|
|
2019
Q2 | $6.2M | Buy |
124,302
+8,617
| +7% | +$430K | 3.66% | 7 |
|
|
2019
Q1 | $5.79M | Buy |
115,685
+9,652
| +9% | +$483K | 3.7% | 7 |
|
|
2018
Q4 | $4.69M | Buy |
+106,033
| New | +$4.69M | 3.44% | 8 |
|