IFP 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 | $127K | Sell |
2,872
-853
| -23% | -$37.7K | ﹤0.01% | 1514 |
|
|
2025
Q1 | $163K | Hold |
3,725
| – | – | 0.01% | 1269 |
|
|
2024
Q4 | $160K | Sell |
3,725
-30
| -0.8% | -$1.29K | 0.01% | 1241 |
|
|
2024
Q3 | $178K | Buy |
3,755
+52
| +1% | +$2.47K | 0.01% | 1142 |
|
|
2024
Q2 | $154K | Buy |
3,703
+1
| +0% | +$42 | 0.01% | 1165 |
|
|
2024
Q1 | $159K | Sell |
3,702
-42
| -1% | -$1.8K | 0.01% | 1110 |
|
|
2023
Q4 | $164K | Sell |
3,744
-1,332
| -26% | -$58.2K | 0.01% | 1040 |
|
|
2023
Q3 | $194K | Sell |
5,076
-374
| -7% | -$14.3K | 0.01% | 982 |
|
|
2023
Q2 | $224K | Sell |
5,450
-2,521
| -32% | -$104K | 0.01% | 963 |
|
|
2023
Q1 | $385K | Sell |
7,971
-247
| -3% | -$11.9K | 0.02% | 692 |
|
|
2022
Q4 | $394K | Buy |
8,218
+1
| +0% | +$48 | 0.01% | 1005 |
|
|
2022
Q3 | $394K | Sell |
8,217
-39
| -0.5% | -$1.87K | 0.01% | 1042 |
|
|
2022
Q2 | $396K | Hold |
8,256
| – | – | 0.01% | 945 |
|
|
2022
Q1 | $396K | Sell |
8,256
-1,104
| -12% | -$53K | 0.01% | 945 |
|
|
2021
Q4 | $529K | Buy |
9,360
+71
| +0.8% | +$4.01K | 0.01% | 561 |
|
|
2021
Q3 | $477K | Sell |
9,289
-78
| -0.8% | -$4.01K | 0.01% | 582 |
|
|
2021
Q2 | $485K | Sell |
9,367
-16
| -0.2% | -$828 | 0.01% | 556 |
|
|
2021
Q1 | $443K | Sell |
9,383
-6,749
| -42% | -$319K | 0.01% | 562 |
|
|
2020
Q4 | $718K | Sell |
16,132
-701
| -4% | -$31.2K | 0.03% | 411 |
|
|
2020
Q3 | $663K | Sell |
16,833
-890
| -5% | -$35.1K | 0.04% | 373 |
|
|
2020
Q2 | $685K | Sell |
17,723
-3,747
| -17% | -$145K | 0.05% | 350 |
|
|
2020
Q1 | $779K | Buy |
21,470
+591
| +3% | +$21.4K | 0.08% | 258 |
|
|
2019
Q4 | $1.07M | Sell |
20,879
-474
| -2% | -$24.3K | 0.08% | 262 |
|
|
2019
Q3 | $1.11M | Buy |
+21,353
| New | +$1.11M | 0.07% | 280 |
|
|
2019
Q1 | $1K | Sell |
25
-27,425
| -100% | -$1.1M | ﹤0.01% | 2252 |
|
|
2018
Q4 | $1.21M | Sell |
27,450
-7,724
| -22% | -$341K | 0.07% | 300 |
|
|
2018
Q3 | $1.67M | Buy |
35,174
+988
| +3% | +$47K | 0.07% | 298 |
|
|
2018
Q2 | $1.65M | Buy |
34,186
+251
| +0.7% | +$12.1K | 0.07% | 290 |
|
|
2018
Q1 | $1.66M | Hold |
33,935
| – | – | 0.08% | 275 |
|
|
2017
Q4 | $1.66M | Buy |
33,935
+1,775
| +6% | +$86.8K | 0.08% | 273 |
|
|
2017
Q3 | $1.54M | Buy |
32,160
+795
| +3% | +$38K | 0.06% | 326 |
|
|
2017
Q2 | $1.5M | Buy |
31,365
+4,308
| +16% | +$205K | 0.06% | 326 |
|
|
2017
Q1 | $1.27M | Sell |
27,057
-39,195
| -59% | -$1.85M | 0.06% | 360 |
|
|
2016
Q4 | $3.11M | Buy |
66,252
+11,270
| +20% | +$528K | 0.15% | 153 |
|
|
2016
Q3 | $2.74M | Buy |
54,982
+12,354
| +29% | +$615K | 0.14% | 156 |
|
|
2016
Q2 | $2.15M | Buy |
42,628
+42,603
| +170,412% | +$2.15M | 0.12% | 189 |
|
|
2016
Q1 | $1K | Sell |
25
-31,621
| -100% | -$1.26M | ﹤0.01% | 2252 |
|
|
2015
Q4 | $1.48M | Buy |
+31,646
| New | +$1.48M | 0.1% | 223 |
|