McKinley Carter Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-54,742
| Closed | -$2.42M | – | 155 |
|
|
2018
Q4 | $2.42M | Sell |
54,742
-168,738
| -76% | -$7.47M | 0.8% | 36 |
|
|
2018
Q3 | $10.6M | Buy |
223,480
+4,774
| +2% | +$227K | 3.15% | 6 |
|
|
2018
Q2 | $10.5M | Buy |
218,706
+2,659
| +1% | +$128K | 3.39% | 6 |
|
|
2018
Q1 | $10M | Sell |
216,047
-3,191
| -1% | -$148K | 3.27% | 3 |
|
|
2017
Q4 | $10.7M | Buy |
219,238
+3,170
| +1% | +$155K | 3.68% | 3 |
|
|
2017
Q3 | $10.3M | Buy |
+216,068
| New | +$10.3M | 3.96% | 5 |
|
|
2014
Q4 | – | Sell |
-104,567
| Closed | -$4.64M | – | 101 |
|
|
2014
Q3 | $4.64M | Buy |
104,567
+7,770
| +8% | +$344K | 4.4% | 5 |
|
|
2014
Q2 | $4.52M | Buy |
+96,797
| New | +$4.52M | 4.77% | 4 |
|