JWA
JFS Wealth Advisors’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
97,532
-2,683
| -3% | -$118K | 0.27% | 63 |
|
|
2025
Q1 | $4.37M | Sell |
100,215
-1,643
| -2% | -$71.7K | 0.3% | 57 |
|
|
2024
Q4 | $4.37M | Sell |
101,858
-1,510
| -1% | -$64.8K | 0.3% | 58 |
|
|
2024
Q3 | $4.91M | Sell |
103,368
-1,308
| -1% | -$62.2K | 0.33% | 54 |
|
|
2024
Q2 | $4.35M | Sell |
104,676
-7,866
| -7% | -$327K | 0.34% | 48 |
|
|
2024
Q1 | $4.82M | Sell |
112,542
-3,053
| -3% | -$131K | 0.38% | 47 |
|
|
2023
Q4 | $5.05M | Sell |
115,595
-21,126
| -15% | -$923K | 0.43% | 42 |
|
|
2023
Q3 | $5.22M | Sell |
136,721
-717
| -0.5% | -$27.4K | 0.49% | 41 |
|
|
2023
Q2 | $5.64M | Sell |
137,438
-2,016
| -1% | -$82.8K | 0.51% | 39 |
|
|
2023
Q1 | $5.74M | Buy |
139,454
+2,041
| +1% | +$84K | 0.54% | 39 |
|
|
2022
Q4 | $5.62M | Sell |
137,413
-809
| -0.6% | -$33.1K | 0.55% | 39 |
|
|
2022
Q3 | $5.35M | Sell |
138,222
-5,517
| -4% | -$213K | 0.59% | 32 |
|
|
2022
Q2 | $6.35M | Sell |
143,739
-1,705
| -1% | -$75.3K | 0.67% | 31 |
|
|
2022
Q1 | $7.86M | Sell |
145,444
-19,058
| -12% | -$1.03M | 0.74% | 27 |
|
|
2021
Q4 | $9.3M | Sell |
164,502
-4,605
| -3% | -$260K | 0.88% | 23 |
|
|
2021
Q3 | $8.64M | Sell |
169,107
-9,838
| -5% | -$502K | 0.89% | 23 |
|
|
2021
Q2 | $9.21M | Sell |
178,945
-12,928
| -7% | -$666K | 1.38% | 14 |
|
|
2021
Q1 | $9.06M | Sell |
191,873
-5,487
| -3% | -$259K | 1.85% | 12 |
|
|
2020
Q4 | $8.78M | Sell |
197,360
-59,951
| -23% | -$2.67M | 1.84% | 15 |
|
|
2020
Q3 | $10.2M | Sell |
257,311
-5,969
| -2% | -$236K | 2.42% | 9 |
|
|
2020
Q2 | $10.3M | Sell |
263,280
-18,866
| -7% | -$736K | 2.66% | 8 |
|
|
2020
Q1 | $10.2M | Buy |
282,146
+12,448
| +5% | +$448K | 3.05% | 7 |
|
|
2019
Q4 | $13.9M | Buy |
269,698
+37,809
| +16% | +$1.95M | 3.42% | 6 |
|
|
2019
Q3 | $12M | Sell |
231,889
-5,489
| -2% | -$285K | 3.07% | 7 |
|
|
2019
Q2 | $11.8M | Buy |
237,378
+2,483
| +1% | +$124K | 3% | 7 |
|
|
2019
Q1 | $11.8M | Sell |
234,895
-2,561
| -1% | -$128K | 3.06% | 7 |
|
|
2018
Q4 | $10.5M | Sell |
237,456
-4,694
| -2% | -$208K | 2.82% | 9 |
|
|
2018
Q3 | $11.5M | Buy |
242,150
+2,218
| +0.9% | +$106K | 2.97% | 7 |
|
|
2018
Q2 | $11.5M | Buy |
239,932
+204
| +0.1% | +$9.81K | 3.04% | 7 |
|
|
2018
Q1 | $11.1M | Sell |
239,728
-7,638
| -3% | -$353K | 2.93% | 7 |
|
|
2017
Q4 | $12.1M | Buy |
247,366
+8,126
| +3% | +$397K | 2.96% | 7 |
|
|
2017
Q3 | $11.4M | Buy |
239,240
+8,198
| +4% | +$392K | 2.95% | 7 |
|
|
2017
Q2 | $11M | Buy |
231,042
+29,396
| +15% | +$1.4M | 3.03% | 7 |
|
|
2017
Q1 | $9.45M | Hold |
201,646
| – | – | 2.56% | 7 |
|
|
2016
Q4 | $9.45M | Buy |
201,646
+19,863
| +11% | +$931K | 2.56% | 7 |
|
|
2016
Q3 | $9.06M | Buy |
181,783
+3,414
| +2% | +$170K | 2.59% | 8 |
|
|
2016
Q2 | $8.98M | Buy |
178,369
+6,078
| +4% | +$306K | 2.48% | 10 |
|
|
2016
Q1 | $8.44M | Sell |
172,291
-106
| -0.1% | -$5.19K | 2.49% | 10 |
|
|
2015
Q4 | $8.07M | Buy |
+172,397
| New | +$8.07M | 2.32% | 11 |
|