MWM
Merriman Wealth Management’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-162,179
| Closed | -$4.26M | – | 212 |
|
|
2023
Q1 | $4.26M | Buy |
+162,179
| New | +$4.26M | 0.22% | 50 |
|
|
2020
Q1 | – | Sell |
-152,678
| Closed | -$5.92M | – | 193 |
|
|
2019
Q4 | $5.92M | Sell |
152,678
-2,686
| -2% | -$104K | 1.14% | 28 |
|
|
2019
Q3 | $6.14M | Sell |
155,364
-11,600
| -7% | -$458K | 1.24% | 27 |
|
|
2019
Q2 | $64.9K | Sell |
166,964
-22,785
| -12% | -$8.86K | 1.25% | 27 |
|
|
2019
Q1 | $7.45M | Buy |
+189,749
| New | +$7.45M | 1.41% | 22 |
|
|
2018
Q1 | – | Sell |
-158,474
| Closed | -$6.42M | – | 203 |
|
|
2017
Q4 | $6.42M | Buy |
158,474
+1,950
| +1% | +$79K | 1.57% | 14 |
|
|
2017
Q3 | $6.01M | Buy |
156,524
+2,200
| +1% | +$84.4K | 1.43% | 16 |
|
|
2017
Q2 | $5.88M | Buy |
154,324
+9,582
| +7% | +$365K | 1.64% | 18 |
|
|
2017
Q1 | $5.41M | Buy |
+144,742
| New | +$5.41M | 1.32% | 24 |
|
|
2016
Q4 | – | Sell |
-19,550
| Closed | -$815K | – | 166 |
|
|
2016
Q3 | $815K | Buy |
+19,550
| New | +$815K | 0.17% | 98 |
|
|
2016
Q2 | – | Sell |
-165,274
| Closed | -$6.85M | – | 116 |
|
|
2016
Q1 | $6.85M | Buy |
+165,274
| New | +$6.85M | 6.38% | 3 |
|
|
2014
Q4 | – | Sell |
-145,498
| Closed | -$6.11M | – | 47 |
|
|
2014
Q3 | $6.11M | Sell |
145,498
-7,006
| -5% | -$294K | 7.91% | 5 |
|
|
2014
Q2 | $6.81M | Sell |
152,504
-2,819
| -2% | -$126K | 6.87% | 4 |
|
|
2014
Q1 | $6.71M | Buy |
+155,323
| New | +$6.71M | 6.94% | 3 |
|