LFG
Larson Financial Group’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 | $108K | Sell |
2,444
-468
| -16% | -$20.7K | ﹤0.01% | 824 |
|
2025
Q1 | $127K | Sell |
2,912
-341
| -10% | -$14.9K | 0.01% | 723 |
|
2024
Q4 | $140K | Sell |
3,253
-201
| -6% | -$8.62K | 0.01% | 653 |
|
2024
Q3 | $164K | Sell |
3,454
-62
| -2% | -$2.95K | 0.01% | 613 |
|
2024
Q2 | $146K | Sell |
3,516
-907
| -21% | -$37.7K | 0.01% | 552 |
|
2024
Q1 | $189K | Sell |
4,423
-1,802
| -29% | -$77.2K | 0.01% | 423 |
|
2023
Q4 | $272K | Sell |
6,225
-103
| -2% | -$4.5K | 0.02% | 289 |
|
2023
Q3 | $242K | Buy |
6,328
+40
| +0.6% | +$1.53K | 0.02% | 288 |
|
2023
Q2 | $258K | Buy |
6,288
+51
| +0.8% | +$2.1K | 0.03% | 278 |
|
2023
Q1 | $257K | Buy |
6,237
+155
| +3% | +$6.38K | 0.03% | 283 |
|
2022
Q4 | $249K | Sell |
6,082
-362
| -6% | -$14.8K | 0.03% | 270 |
|
2022
Q3 | $249K | Buy |
6,444
+199
| +3% | +$7.69K | 0.04% | 249 |
|
2022
Q2 | $276K | Sell |
6,245
-6
| -0.1% | -$265 | 0.05% | 152 |
|
2022
Q1 | $338K | Sell |
6,251
-387
| -6% | -$20.9K | 0.05% | 141 |
|
2021
Q4 | $375K | Sell |
6,638
-408
| -6% | -$23K | 0.06% | 139 |
|
2021
Q3 | $360K | Sell |
7,046
-300
| -4% | -$15.3K | 0.07% | 104 |
|
2021
Q2 | $378K | Sell |
7,346
-397
| -5% | -$20.4K | 0.09% | 87 |
|
2021
Q1 | $366K | Sell |
7,743
-664
| -8% | -$31.4K | 0.11% | 73 |
|
2020
Q4 | $374K | Sell |
8,407
-898
| -10% | -$39.9K | 0.13% | 68 |
|
2020
Q3 | $368K | Sell |
9,305
-13,472
| -59% | -$533K | 0.15% | 62 |
|
2020
Q2 | $889K | Sell |
22,777
-1,587
| -7% | -$61.9K | 0.42% | 44 |
|
2020
Q1 | $877K | Buy |
24,364
+3,175
| +15% | +$114K | 0.55% | 41 |
|
2019
Q4 | $1.09M | Sell |
21,189
-354
| -2% | -$18.2K | 0.63% | 32 |
|
2019
Q3 | $1.12M | Sell |
21,543
-547
| -2% | -$28.4K | 0.73% | 26 |
|
2019
Q2 | $1.1M | Sell |
22,090
-1,269
| -5% | -$63.3K | 0.82% | 22 |
|
2019
Q1 | $1.17M | Sell |
23,359
-273
| -1% | -$13.7K | 0.93% | 22 |
|
2018
Q4 | $1.05M | Sell |
23,632
-282
| -1% | -$12.5K | 0.97% | 22 |
|
2018
Q3 | $1.14M | Sell |
23,914
-4,412
| -16% | -$210K | 1.3% | 20 |
|
2018
Q2 | $1.36M | Sell |
28,326
-7,550
| -21% | -$363K | 1.57% | 17 |
|
2018
Q1 | $1.66M | Sell |
35,876
-23,199
| -39% | -$1.07M | 1.95% | 16 |
|
2017
Q4 | $2.89M | Buy |
+59,075
| New | +$2.89M | 2.42% | 10 |
|