L.J. Altfest & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
39,587
-472
| -1% | -$20.8K | 0.21% | 83 |
|
|
2025
Q1 | $1.75M | Sell |
40,059
-530
| -1% | -$23.1K | 0.22% | 79 |
|
|
2024
Q4 | $1.74M | Buy |
40,589
+1,915
| +5% | +$82.1K | 0.22% | 79 |
|
|
2024
Q3 | $1.84M | Buy |
38,674
+251
| +0.7% | +$11.9K | 0.24% | 75 |
|
|
2024
Q2 | $1.6M | Sell |
38,423
-1,765
| -4% | -$73.3K | 0.22% | 76 |
|
|
2024
Q1 | $1.72M | Sell |
40,188
-108,761
| -73% | -$4.66M | 0.24% | 70 |
|
|
2023
Q4 | $6.51M | Buy |
148,949
+113,026
| +315% | +$4.94M | 0.94% | 26 |
|
|
2023
Q3 | $1.37M | Buy |
35,923
+2,195
| +7% | +$83.8K | 0.22% | 76 |
|
|
2023
Q2 | $1.39M | Sell |
33,728
-3,534
| -9% | -$145K | 0.21% | 78 |
|
|
2023
Q1 | $1.53M | Sell |
37,262
-7,074
| -16% | -$291K | 0.24% | 63 |
|
|
2022
Q4 | $1.81M | Buy |
44,336
+2,478
| +6% | +$101K | 0.3% | 63 |
|
|
2022
Q3 | $1.62M | Buy |
41,858
+9,871
| +31% | +$382K | 0.3% | 52 |
|
|
2022
Q2 | $1.41M | Sell |
31,987
-2,387
| -7% | -$105K | 0.25% | 61 |
|
|
2022
Q1 | $1.86M | Buy |
34,374
+3,280
| +11% | +$177K | 0.33% | 52 |
|
|
2021
Q4 | $1.76M | Buy |
31,094
+2,271
| +8% | +$128K | 0.34% | 57 |
|
|
2021
Q3 | $1.47M | Buy |
28,823
+34
| +0.1% | +$1.74K | 0.31% | 52 |
|
|
2021
Q2 | $1.48M | Buy |
28,789
+656
| +2% | +$33.8K | 0.32% | 55 |
|
|
2021
Q1 | $1.33M | Sell |
28,133
-6,143
| -18% | -$290K | 0.31% | 61 |
|
|
2020
Q4 | $1.52M | Buy |
34,276
+9,502
| +38% | +$422K | 0.37% | 46 |
|
|
2020
Q3 | $979K | Sell |
24,774
-3,855
| -13% | -$152K | 0.26% | 67 |
|
|
2020
Q2 | $1.12M | Sell |
28,629
-2,978
| -9% | -$116K | 0.32% | 51 |
|
|
2020
Q1 | $1.14M | Sell |
31,607
-1,745
| -5% | -$62.8K | 0.36% | 48 |
|
|
2019
Q4 | $1.72M | Buy |
33,352
+905
| +3% | +$46.6K | 0.43% | 36 |
|
|
2019
Q3 | $1.68M | Sell |
32,447
-2,356
| -7% | -$122K | 0.43% | 35 |
|
|
2019
Q2 | $1.74M | Sell |
34,803
-1,222
| -3% | -$61K | 0.46% | 39 |
|
|
2019
Q1 | $1.8M | Sell |
36,025
-439
| -1% | -$22K | 0.44% | 38 |
|
|
2018
Q4 | $1.61M | Buy |
+36,464
| New | +$1.61M | 0.45% | 34 |
|