Huber Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $978K | Sell |
27,177
-8,555
| -24% | -$308K | 0.37% | 33 |
|
|
2019
Q4 | $1.84M | Sell |
35,732
-18,970
| -35% | -$977K | 0.64% | 21 |
|
|
2019
Q3 | $2.84M | Buy |
54,702
+8,162
| +18% | +$423K | 1.11% | 11 |
|
|
2019
Q2 | $2.32M | Buy |
46,540
+6,818
| +17% | +$340K | 1.01% | 13 |
|
|
2019
Q1 | $1.99M | Buy |
39,722
+1,072
| +3% | +$53.6K | 0.97% | 14 |
|
|
2018
Q4 | $1.71M | Buy |
38,650
+3,010
| +8% | +$133K | 0.93% | 17 |
|
|
2018
Q3 | $1.7M | Buy |
35,640
+161
| +0.5% | +$7.66K | 1.3% | 15 |
|
|
2018
Q2 | $1.71M | Buy |
35,479
+1,323
| +4% | +$63.6K | 1.55% | 11 |
|
|
2018
Q1 | $1.58M | Buy |
34,156
+2,228
| +7% | +$103K | 1.56% | 11 |
|
|
2017
Q4 | $1.56M | Buy |
+31,928
| New | +$1.56M | 1.72% | 11 |
|