LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7K | Hold |
165
| – | – | ﹤0.01% | 446 |
|
|
2020
Q2 | $6K | Sell |
165
-250
| -60% | -$9.09K | ﹤0.01% | 463 |
|
|
2020
Q1 | $15K | Sell |
415
-84
| -17% | -$3.04K | 0.01% | 355 |
|
|
2019
Q4 | $26K | Buy |
499
+84
| +20% | +$4.38K | 0.01% | 313 |
|
|
2019
Q3 | $22K | Sell |
415
-972
| -70% | -$51.5K | 0.01% | 338 |
|
|
2019
Q2 | $69K | Sell |
1,387
-143
| -9% | -$7.11K | 0.03% | 211 |
|
|
2019
Q1 | $77K | Sell |
1,530
-677
| -31% | -$34.1K | 0.04% | 205 |
|
|
2018
Q4 | $98K | Hold |
2,207
| – | – | 0.06% | 177 |
|
|
2018
Q3 | $105K | Hold |
2,207
| – | – | 0.06% | 180 |
|
|
2018
Q2 | $106K | Buy |
2,207
+113
| +5% | +$5.43K | 0.06% | 174 |
|
|
2018
Q1 | $97K | Buy |
+2,094
| New | +$97K | 0.06% | 168 |
|
|
2014
Q2 | – | Sell |
-408
| Closed | -$18K | – | 185 |
|
|
2014
Q1 | $18K | Hold |
408
| – | – | 0.01% | 156 |
|
|
2013
Q4 | $17K | Buy |
+408
| New | +$17K | 0.01% | 143 |
|