MWM
Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
18,618
-1,490
| -7% | -$40.8K | 0.01% | 449 |
|
|
2025
Q1 | $492K | Buy |
20,108
+1,783
| +10% | +$43.6K | 0.01% | 427 |
|
|
2024
Q4 | $422K | Sell |
18,325
-2,260
| -11% | -$52.1K | 0.01% | 445 |
|
|
2024
Q3 | $568K | Sell |
20,585
-4,006
| -16% | -$110K | 0.01% | 388 |
|
|
2024
Q2 | $590K | Buy |
24,591
+740
| +3% | +$17.8K | 0.02% | 356 |
|
|
2024
Q1 | $622K | Sell |
23,851
-6,947
| -23% | -$181K | 0.02% | 361 |
|
|
2023
Q4 | $840K | Sell |
30,798
-10,078
| -25% | -$275K | 0.03% | 268 |
|
|
2023
Q3 | $972K | Sell |
40,876
-1,075
| -3% | -$25.6K | 0.04% | 214 |
|
|
2023
Q2 | $1.04M | Sell |
41,951
-736
| -2% | -$18.2K | 0.04% | 200 |
|
|
2023
Q1 | $1.12M | Sell |
42,687
-3,242
| -7% | -$85.2K | 0.05% | 191 |
|
|
2022
Q4 | $1.23M | Buy |
45,929
+6,877
| +18% | +$184K | 0.06% | 167 |
|
|
2022
Q3 | $942K | Sell |
39,052
-360
| -0.9% | -$8.68K | 0.05% | 185 |
|
|
2022
Q2 | $1.11M | Buy |
39,412
+301
| +0.8% | +$8.49K | 0.06% | 170 |
|
|
2022
Q1 | $1.33M | Buy |
39,111
+1,051
| +3% | +$35.8K | 0.06% | 148 |
|
|
2021
Q4 | $1.36M | Sell |
38,060
-1,092
| -3% | -$38.9K | 0.06% | 143 |
|
|
2021
Q3 | $1.39M | Sell |
39,152
-9,237
| -19% | -$328K | 0.07% | 132 |
|
|
2021
Q2 | $1.78M | Sell |
48,389
-4,746
| -9% | -$174K | 0.09% | 108 |
|
|
2021
Q1 | $1.83M | Sell |
53,135
-2,700
| -5% | -$93K | 0.11% | 96 |
|
|
2020
Q4 | $1.9M | Sell |
55,835
-5,259
| -9% | -$179K | 0.12% | 86 |
|
|
2020
Q3 | $1.82M | Sell |
61,094
-5,591
| -8% | -$166K | 0.14% | 77 |
|
|
2020
Q2 | $1.92M | Sell |
66,685
-10,702
| -14% | -$308K | 0.17% | 71 |
|
|
2020
Q1 | $2.07M | Buy |
77,387
+58,189
| +303% | +$1.56M | 0.23% | 59 |
|
|
2019
Q4 | $745K | Sell |
19,198
-2,422
| -11% | -$94K | 0.07% | 139 |
|
|
2019
Q3 | $854K | Buy |
21,620
+238
| +1% | +$9.4K | 0.09% | 117 |
|
|
2019
Q2 | $829K | Sell |
21,382
-1,866
| -8% | -$72.3K | 0.09% | 117 |
|
|
2019
Q1 | $913K | Sell |
23,248
-638
| -3% | -$25.1K | 0.11% | 104 |
|
|
2018
Q4 | $844K | Sell |
23,886
-2,617
| -10% | -$92.5K | 0.11% | 99 |
|
|
2018
Q3 | $1.01M | Buy |
26,503
+222
| +0.8% | +$8.49K | 0.13% | 92 |
|
|
2018
Q2 | $1.03M | Buy |
26,281
+1,002
| +4% | +$39.2K | 0.15% | 83 |
|
|
2018
Q1 | $1.01M | Buy |
25,279
+5,643
| +29% | +$226K | 0.16% | 75 |
|
|
2017
Q4 | $795K | Buy |
19,636
+50
| +0.3% | +$2.02K | 0.14% | 79 |
|
|
2017
Q3 | $752K | Sell |
19,586
-523
| -3% | -$20.1K | 0.14% | 80 |
|
|
2017
Q2 | $766K | Sell |
20,109
-545
| -3% | -$20.8K | 0.15% | 77 |
|
|
2017
Q1 | $772K | Sell |
20,654
-657
| -3% | -$24.6K | 0.15% | 74 |
|
|
2016
Q4 | $769K | Sell |
21,311
-129,542
| -86% | -$4.67M | 0.15% | 70 |
|
|
2016
Q3 | $6.29M | Buy |
+150,853
| New | +$6.29M | 1.52% | 15 |
|
|
2016
Q2 | – | Sell |
-217,763
| Closed | -$9.03M | – | 173 |
|
|
2016
Q1 | $9.03M | Sell |
217,763
-7,262
| -3% | -$301K | 2.43% | 11 |
|
|
2015
Q4 | $8.8M | Buy |
225,025
+18,771
| +9% | +$734K | 2.48% | 11 |
|
|
2015
Q3 | $8.11M | Buy |
206,254
+10,817
| +6% | +$426K | 2.46% | 11 |
|
|
2015
Q2 | $8.47M | Buy |
+195,437
| New | +$8.47M | 2.9% | 9 |
|