LPWM
Lake Point Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7K | Hold |
168
| – | – | ﹤0.01% | 197 |
|
|
2022
Q1 | $9K | Sell |
168
-261
| -61% | -$14K | ﹤0.01% | 181 |
|
|
2021
Q4 | $24K | Sell |
429
-212
| -33% | -$11.9K | 0.01% | 109 |
|
|
2021
Q3 | $33K | Sell |
641
-1,721
| -73% | -$88.6K | 0.02% | 79 |
|
|
2021
Q2 | $122K | Buy |
+2,362
| New | +$122K | 0.06% | 38 |
|