KMS Financial Services’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $650K | Buy |
14,671
+391
| +3% | +$17.3K | 0.09% | 210 |
|
|
2014
Q2 | $666K | Buy |
14,280
+6,368
| +80% | +$297K | 0.1% | 219 |
|
|
2014
Q1 | $346K | Buy |
7,912
+387
| +5% | +$16.9K | 0.05% | 338 |
|
|
2013
Q4 | $313K | Sell |
7,525
-2,429
| -24% | -$101K | 0.05% | 364 |
|
|
2013
Q3 | $421K | Sell |
9,954
-691
| -6% | -$29.2K | 0.1% | 229 |
|
|
2013
Q2 | $450K | Buy |
+10,645
| New | +$450K | 0.13% | 200 |
|