LWM
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Lenox Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Lenox Wealth Management’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,577
Closed -$218K – 509
2017
Q3 		$218K Hold
4,577
– – 0.07% 128
2017
Q2 		$218K Sell
4,577
-315
-6% -$15.1K 0.09% 126
2017
Q1 		$230K Buy
4,892
+1,128
+30% +$53.2K 0.17% 31
2016
Q4 		$176K Buy
3,764
+430
+13% +$20K 0.13% 33
2016
Q3 		$166K Sell
3,334
-234
-7% -$11.9K 0.13% 35
2016
Q2 		$180K Sell
3,568
-134
-4% -$6.57K 0.13% 35
2016
Q1 		$181K Buy
3,702
+574
+18% +$26.2K 0.13% 35
2015
Q4 		$146K Buy
+3,128
New +$147K 0.11% 45

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