JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,359
| Closed | -$48K | – | 1945 |
|
|
2021
Q4 | $48K | Buy |
+1,359
| New | +$48K | ﹤0.01% | 430 |
|
|
2020
Q2 | – | Sell |
-240
| Closed | -$6K | – | 569 |
|
|
2020
Q1 | $6K | Hold |
240
| – | – | ﹤0.01% | 382 |
|
|
2019
Q4 | $9K | Hold |
240
| – | – | ﹤0.01% | 380 |
|
|
2019
Q3 | $9K | Hold |
240
| – | – | ﹤0.01% | 377 |
|
|
2019
Q2 | $9K | Hold |
240
| – | – | ﹤0.01% | 376 |
|
|
2019
Q1 | $9K | Hold |
240
| – | – | ﹤0.01% | 367 |
|
|
2018
Q4 | $8K | Hold |
240
| – | – | ﹤0.01% | 368 |
|
|
2018
Q3 | $9K | Hold |
240
| – | – | ﹤0.01% | 418 |
|
|
2018
Q2 | $9K | Sell |
240
-138
| -37% | -$5.18K | ﹤0.01% | 375 |
|
|
2018
Q1 | $15K | Buy |
378
+138
| +58% | +$5.48K | ﹤0.01% | 342 |
|
|
2017
Q4 | $10K | Hold |
240
| – | – | ﹤0.01% | 378 |
|
|
2017
Q3 | $9K | Hold |
240
| – | – | ﹤0.01% | 372 |
|
|
2017
Q2 | $9K | Hold |
240
| – | – | ﹤0.01% | 347 |
|
|
2017
Q1 | $9K | Hold |
240
| – | – | ﹤0.01% | 360 |
|
|
2016
Q4 | $9K | Hold |
240
| – | – | ﹤0.01% | 360 |
|
|
2016
Q3 | $10K | Hold |
240
| – | – | ﹤0.01% | 382 |
|
|
2016
Q2 | $10K | Hold |
240
| – | – | ﹤0.01% | 388 |
|
|
2016
Q1 | $10K | Hold |
240
| – | – | ﹤0.01% | 395 |
|
|
2015
Q4 | $9K | Buy |
+240
| New | +$9K | ﹤0.01% | 406 |
|