Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-376
| Closed | -$19K | – | 1000 |
|
|
2021
Q3 | $19K | Hold |
376
| – | – | ﹤0.01% | 366 |
|
|
2021
Q2 | $19K | Hold |
376
| – | – | ﹤0.01% | 369 |
|
|
2021
Q1 | $18K | Buy |
+376
| New | +$18K | ﹤0.01% | 330 |
|
|
2020
Q3 | – | Sell |
-83
| Closed | -$3K | – | 635 |
|
|
2020
Q2 | $3K | Buy |
+83
| New | +$3K | ﹤0.01% | 493 |
|