McNamara Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,606
| Closed | -$739K | – | 67 |
|
|
2023
Q2 | $739K | Buy |
17,606
+2,551
| +17% | +$107K | 0.18% | 31 |
|
|
2023
Q1 | $620K | Buy |
15,055
+6,026
| +67% | +$248K | 0.15% | 34 |
|
|
2022
Q4 | $369K | Buy |
9,029
+998
| +12% | +$40.8K | 0.1% | 48 |
|
|
2022
Q3 | $311K | Buy |
8,031
+1,006
| +14% | +$39K | 0.09% | 49 |
|
|
2022
Q2 | $310K | Buy |
7,025
+1,275
| +22% | +$56.3K | 0.09% | 48 |
|
|
2022
Q1 | $311K | Sell |
5,750
-2,357
| -29% | -$127K | 0.08% | 49 |
|
|
2021
Q4 | $458K | Buy |
8,107
+934
| +13% | +$52.8K | 0.12% | 35 |
|
|
2021
Q3 | $366K | Buy |
7,173
+986
| +16% | +$50.3K | 0.1% | 41 |
|
|
2021
Q2 | $319K | Buy |
6,187
+317
| +5% | +$16.3K | 0.09% | 45 |
|
|
2021
Q1 | $261K | Buy |
+5,870
| New | +$261K | 0.08% | 41 |
|