Integrated Wealth Management’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-266
| Closed | -$12K | – | 848 |
|
|
2016
Q3 | $12K | Buy |
266
+1
| +0.4% | +$45 | ﹤0.01% | 724 |
|
|
2016
Q2 | $11K | Hold |
265
| – | – | ﹤0.01% | 738 |
|
|
2016
Q1 | $10K | Hold |
265
| – | – | ﹤0.01% | 703 |
|
|
2015
Q4 | $10K | Sell |
265
-883
| -77% | -$33.3K | ﹤0.01% | 771 |
|
|
2015
Q3 | $45K | Buy |
1,148
+59
| +5% | +$2.31K | 0.02% | 406 |
|
|
2015
Q2 | $46K | Hold |
1,089
| – | – | 0.02% | 418 |
|
|
2015
Q1 | $47K | Buy |
+1,089
| New | +$47K | 0.02% | 402 |
|