Interactive Financial Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,081
| Closed | -$166K | – | 165 |
|
|
2022
Q1 | $166K | Buy |
3,081
+622
| +25% | +$32.9K | 0.08% | 92 |
|
|
2021
Q4 | $139K | Buy |
2,459
+1,189
| +94% | +$64.7K | 0.05% | 100 |
|
|
2021
Q3 | $65K | Sell |
1,270
-428
| -25% | -$22.8K | 0.03% | 114 |
|
|
2021
Q2 | $87K | Sell |
1,698
-1,390
| -45% | -$70.5K | 0.04% | 107 |
|
|
2021
Q1 | $146K | Buy |
3,088
+1,859
| +151% | +$84.9K | 0.06% | 91 |
|
|
2020
Q4 | $55K | Sell |
1,229
-713
| -37% | -$30.1K | 0.03% | 109 |
|
|
2020
Q3 | $77K | Sell |
1,942
-35
| -2% | -$1.4K | 0.04% | 94 |
|
|
2020
Q2 | $77K | Buy |
+1,977
| New | +$75.5K | 0.04% | 90 |
|
|
2020
Q1 | – | Sell |
-2,217
| Closed | -$114K | – | 125 |
|
|
2019
Q4 | $114K | Sell |
2,217
-156
| -7% | -$8.12K | 0.05% | 90 |
|
|
2019
Q3 | $123K | Buy |
2,373
+99
| +4% | +$5.03K | 0.06% | 83 |
|
|
2019
Q2 | $113K | Sell |
2,274
-439
| -16% | -$21.9K | 0.05% | 86 |
|
|
2019
Q1 | $136K | Buy |
+2,713
| New | +$131K | 0.07% | 71 |
|
|
2018
Q4 | – | Sell |
-4,122
| Closed | -$196K | – | 117 |
|
|
2018
Q3 | $196K | Buy |
4,122
+984
| +31% | +$47.6K | 0.09% | 68 |
|
|
2018
Q2 | $151K | Buy |
+3,138
| New | +$148K | 0.07% | 69 |
|
|
2018
Q1 | – | Sell |
-2,341
| Closed | -$114K | – | 110 |
|
|
2017
Q4 | $114K | Buy |
+2,341
| New | +$113K | 0.05% | 75 |
|
|
2017
Q3 | – | Sell |
-2,668
| Closed | -$127K | – | 102 |
|
|
2017
Q2 | $127K | Buy |
2,668
+486
| +22% | +$23.3K | 0.06% | 63 |
|
|
2017
Q1 | $103K | Buy |
+2,182
| New | +$103K | 0.05% | 70 |
|
|
2016
Q4 | – | Sell |
-2,279
| Closed | -$114K | – | 117 |
|
|
2016
Q3 | $114K | Buy |
2,279
+445
| +24% | +$22.6K | 0.06% | 65 |
|
|
2016
Q2 | $92K | Buy |
+1,834
| New | +$89.9K | 0.05% | 61 |
|
|
2016
Q1 | – | Sell |
-1,633
| Closed | -$76K | – | 109 |
|
|
2015
Q4 | $76K | Buy |
+1,633
| New | +$76.7K | 0.04% | 58 |
|
|
2015
Q3 | – | Sell |
-1,236
| Closed | -$57K | – | 112 |
|
|
2015
Q2 | $57K | Buy |
1,236
+117
| +10% | +$5.66K | 0.03% | 72 |
|
|
2015
Q1 | $56K | Sell |
1,119
-53
| -5% | -$2.65K | 0.03% | 73 |
|
|
2014
Q4 | $56K | Sell |
1,172
-7,817
| -87% | -$366K | 0.03% | 65 |
|
|
2014
Q3 | $398K | Buy |
8,989
+8,425
| +1,494% | +$393K | 0.23% | 42 |
|
|
2014
Q2 | $26K | Buy |
564
+498
| +755% | +$22.7K | 0.01% | 66 |
|
|
2014
Q1 | $3K | Buy |
+66
| New | +$2.81K | ﹤0.01% | 84 |
|
Other funds holding RWO
HNB
MWM
GT