MWM
Merriman Wealth Management’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,923
| Closed | -$494K | – | 209 |
|
|
2023
Q3 | $494K | Buy |
12,923
+6
| +0% | +$229 | 0.03% | 118 |
|
|
2023
Q2 | $530K | Sell |
12,917
-609
| -5% | -$25K | 0.03% | 133 |
|
|
2023
Q1 | $557K | Buy |
13,526
+776
| +6% | +$31.9K | 0.03% | 121 |
|
|
2022
Q4 | $521K | Buy |
12,750
+3,387
| +36% | +$139K | 0.03% | 141 |
|
|
2022
Q3 | $362K | Buy |
+9,363
| New | +$362K | 0.02% | 119 |
|
|
2019
Q4 | – | Sell |
-27,831
| Closed | -$1.44M | – | 193 |
|
|
2019
Q3 | $1.44M | Sell |
27,831
-860
| -3% | -$44.6K | 0.29% | 67 |
|
|
2019
Q2 | $14.3K | Sell |
28,691
-688
| -2% | -$344 | 0.28% | 67 |
|
|
2019
Q1 | $1.47M | Sell |
29,379
-398
| -1% | -$19.9K | 0.28% | 72 |
|
|
2018
Q4 | $1.32M | Buy |
+29,777
| New | +$1.32M | 0.29% | 43 |
|
|
2016
Q3 | – | Sell |
-29,943
| Closed | -$1.51M | – | 144 |
|
|
2016
Q2 | $1.51M | Sell |
29,943
-246
| -0.8% | -$12.4K | 0.43% | 59 |
|
|
2016
Q1 | $1.48M | Sell |
30,189
-596
| -2% | -$29.2K | 1.38% | 24 |
|
|
2015
Q4 | $1.42M | Buy |
+30,785
| New | +$1.42M | 2.07% | 15 |
|