Meridian Wealth Management’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 |
-5,457
| Closed | -$224K | – | 555 |
|
|
2023
Q2 | $224K | Sell |
5,457
-315
| -5% | -$12.9K | 0.02% | 496 |
|
|
2023
Q1 | $238K | Sell |
5,772
-203
| -3% | -$8.36K | 0.02% | 474 |
|
|
2022
Q4 | $244K | Buy |
5,975
+29
| +0.5% | +$1.19K | 0.02% | 458 |
|
|
2022
Q3 | $230K | Sell |
5,946
-5,338
| -47% | -$206K | 0.02% | 426 |
|
|
2022
Q2 | $498K | Buy |
+11,284
| New | +$498K | 0.04% | 354 |
|