LifePlan Financial Group’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 555 |
|
|
2020
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 559 |
|
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 538 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 541 |
|
|
2019
Q3 | $1K | Sell |
25
-287
| -92% | -$11.5K | ﹤0.01% | 532 |
|
|
2019
Q2 | $12K | Sell |
312
-622
| -67% | -$23.9K | 0.01% | 392 |
|
|
2019
Q1 | $37K | Sell |
934
-5,074
| -84% | -$201K | 0.02% | 279 |
|
|
2018
Q4 | $212K | Sell |
6,008
-203
| -3% | -$7.16K | 0.13% | 118 |
|
|
2018
Q3 | $238K | Hold |
6,211
| – | – | 0.13% | 114 |
|
|
2018
Q2 | $243K | Buy |
6,211
+33
| +0.5% | +$1.29K | 0.14% | 108 |
|
|
2018
Q1 | $247K | Sell |
6,178
-884
| -13% | -$35.3K | 0.14% | 102 |
|
|
2017
Q4 | $271K | Hold |
7,062
| – | – | 0.17% | 95 |
|
|
2017
Q3 | $271K | Buy |
7,062
+51
| +0.7% | +$1.96K | 0.17% | 95 |
|
|
2017
Q2 | $267K | Hold |
7,011
| – | – | 0.18% | 94 |
|
|
2017
Q1 | $262K | Buy |
7,011
+22
| +0.3% | +$822 | 0.18% | 94 |
|
|
2016
Q4 | $252K | Sell |
6,989
-370
| -5% | -$13.3K | 0.18% | 101 |
|
|
2016
Q3 | $307K | Buy |
7,359
+71
| +1% | +$2.96K | 0.21% | 83 |
|
|
2016
Q2 | $302K | Hold |
7,288
| – | – | 0.21% | 78 |
|
|
2016
Q1 | $302K | Buy |
7,288
+71
| +1% | +$2.94K | 0.21% | 74 |
|
|
2015
Q4 | $282K | Hold |
7,217
| – | – | 0.2% | 73 |
|
|
2015
Q3 | $284K | Sell |
7,217
-9,803
| -58% | -$386K | 0.21% | 73 |
|
|
2015
Q2 | $712K | Buy |
17,020
+9,761
| +134% | +$408K | 0.48% | 50 |
|
|
2015
Q1 | $314K | Sell |
7,259
-334
| -4% | -$14.4K | 0.21% | 57 |
|
|
2014
Q4 | $316K | Sell |
7,593
-1,719
| -18% | -$71.5K | 0.21% | 57 |
|
|
2014
Q3 | $386K | Sell |
9,312
-8,774
| -49% | -$364K | 0.33% | 44 |
|
|
2014
Q2 | $800K | Buy |
18,086
+11,381
| +170% | +$503K | 0.57% | 30 |
|
|
2014
Q1 | $276K | Sell |
6,705
-5,073
| -43% | -$209K | 0.22% | 47 |
|
|
2013
Q4 | $485K | Sell |
11,778
-157,239
| -93% | -$6.47M | 0.33% | 40 |
|
|
2013
Q3 | $7.12M | Buy |
169,017
+160,926
| +1,989% | +$6.78M | 5.79% | 7 |
|
|
2013
Q2 | $323K | Buy |
+8,091
| New | +$323K | 0.36% | 36 |
|