Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,577
| Closed | -$218K | – | 510 |
|
|
2017
Q3 | $218K | Hold |
4,577
| – | – | 0.07% | 128 |
|
|
2017
Q2 | $218K | Sell |
4,577
-315
| -6% | -$15K | 0.09% | 126 |
|
|
2017
Q1 | $230K | Buy |
4,892
+1,128
| +30% | +$53K | 0.17% | 31 |
|
|
2016
Q4 | $176K | Buy |
3,764
+430
| +13% | +$20.1K | 0.13% | 33 |
|
|
2016
Q3 | $166K | Sell |
3,334
-234
| -7% | -$11.7K | 0.13% | 35 |
|
|
2016
Q2 | $180K | Sell |
3,568
-134
| -4% | -$6.76K | 0.13% | 35 |
|
|
2016
Q1 | $181K | Buy |
3,702
+574
| +18% | +$28.1K | 0.13% | 35 |
|
|
2015
Q4 | $146K | Buy |
+3,128
| New | +$146K | 0.11% | 45 |
|