Investment Partners’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-5,020
| Closed | -$203K | – | 158 |
|
2017
Q4 | $203K | Buy |
+5,020
| New | +$203K | 0.15% | 148 |
|
2016
Q4 | – | Sell |
-5,320
| Closed | -$222K | – | 162 |
|
2016
Q3 | $222K | Buy |
5,320
+300
| +6% | +$12.5K | 0.13% | 162 |
|
2016
Q2 | $208K | Buy |
+5,020
| New | +$208K | 0.21% | 105 |
|
2015
Q2 | – | Sell |
-2,520
| Closed | -$109K | – | 131 |
|
2015
Q1 | $109K | Buy |
+2,520
| New | +$109K | 0.12% | 104 |
|