Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,399
| Closed | -$494K | – | 327 |
|
|
2018
Q3 | $494K | Sell |
10,399
-265
| -2% | -$12.6K | 0.17% | 164 |
|
|
2018
Q2 | $512K | Buy |
10,664
+39
| +0.4% | +$1.87K | 0.16% | 162 |
|
|
2018
Q1 | $498K | Buy |
+10,625
| New | +$498K | 0.15% | 194 |
|
|
2017
Q4 | – | Sell |
-13,234
| Closed | -$629K | – | 413 |
|
|
2017
Q3 | $629K | Buy |
13,234
+242
| +2% | +$11.5K | 0.2% | 161 |
|
|
2017
Q2 | $618K | Buy |
+12,992
| New | +$618K | 0.17% | 188 |
|