Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Hold |
300
| – | – | ﹤0.01% | 469 |
|
|
2025
Q1 | $12.9K | Sell |
300
-450
| -60% | -$19.3K | ﹤0.01% | 468 |
|
|
2024
Q4 | $33K | Hold |
750
| – | – | ﹤0.01% | 432 |
|
|
2024
Q3 | $34.7K | Buy |
+750
| New | +$34.7K | ﹤0.01% | 421 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$22K | – | 749 |
|
|
2018
Q4 | $22K | Hold |
500
| – | – | ﹤0.01% | 512 |
|
|
2018
Q3 | $24K | Hold |
500
| – | – | ﹤0.01% | 484 |
|
|
2018
Q2 | $24K | Hold |
500
| – | – | ﹤0.01% | 490 |
|
|
2018
Q1 | $23K | Hold |
500
| – | – | ﹤0.01% | 523 |
|
|
2017
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 498 |
|
|
2017
Q3 | $24K | Hold |
500
| – | – | ﹤0.01% | 490 |
|
|
2017
Q2 | $24K | Hold |
500
| – | – | ﹤0.01% | 478 |
|
|
2017
Q1 | $24K | Hold |
500
| – | – | ﹤0.01% | 480 |
|
|
2016
Q4 | $23K | Hold |
500
| – | – | ﹤0.01% | 464 |
|
|
2016
Q3 | $25K | Hold |
500
| – | – | ﹤0.01% | 465 |
|
|
2016
Q2 | $25K | Hold |
500
| – | – | ﹤0.01% | 464 |
|
|
2016
Q1 | $24K | Sell |
500
-440
| -47% | -$21.1K | ﹤0.01% | 470 |
|
|
2015
Q4 | $44K | Buy |
+940
| New | +$44K | ﹤0.01% | 440 |
|