Moisand Fitzgerald Tamayo’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.5K	Buy	315 +4	+1%	+$110	﹤0.01%	387
2026 Q1	$8.27K	Buy	311 +2	+0.6%	+$57	﹤0.01%	365
2025 Q4	$8.64K	Buy	309 +3	+1%	+$83	﹤0.01%	362
2025 Q3	$8.5K	Sell	306 -183	-37%	-$5.03K	﹤0.01%	371
2025 Q2	$13.4K	Buy	489 +3	+0.6%	+$78	﹤0.01%	317
2025 Q1	$11.9K	Buy	486 +3	+0.6%	+$72	﹤0.01%	329
2024 Q4	$11.1K	Buy	483 +2	+0.4%	+$50	﹤0.01%	331
2024 Q3	$13.3K	Buy	481 +3	+0.6%	+$79	﹤0.01%	328
2024 Q2	$11.5K	Buy	478 +4	+0.8%	+$100	﹤0.01%	302
2024 Q1	$12.4K	Sell	474 -95	-17%	-$2.44K	﹤0.01%	294
2023 Q4	$15.5K	Sell	569 -156	-22%	-$3.84K	﹤0.01%	284
2023 Q3	$17.2K	Sell	725 -17	-2%	-$428	﹤0.01%	271
2023 Q2	$18.4K	Buy	742 +6	+0.8%	+$157	﹤0.01%	261
2023 Q1	$19.4K	Buy	736 +2	+0.3%	+$55	﹤0.01%	265
2022 Q4	$19.6K	Buy	734 +3	+0.4%	+$77	﹤0.01%	256
2022 Q3	$18K	Buy	731 +4	+0.6%	+$112	﹤0.01%	239
2022 Q2	$21K	Buy	727 +2	+0.3%	+$62	0.01%	224
2022 Q1	$25K	Buy	725 +2	+0.3%	+$67	0.01%	127
2021 Q4	$26K	Sell	723 -10	-1%	-$360	0.01%	193
2021 Q3	$26K	Buy	733 +2	+0.3%	+$75	0.01%	183
2021 Q2	$27K	Sell	731 -11	-1%	-$404	0.01%	186
2021 Q1	$26K	Buy	742 +1	+0.1%	+$34	0.01%	156
2020 Q4	$25K	Buy	741 +2	+0.3%	+$63	0.01%	156
2020 Q3	$22K	Buy	739 +3	+0.4%	+$90	0.01%	155
2020 Q2	$21K	Buy	736 +2	+0.3%	+$57	0.01%	149
2020 Q1	$20K	Buy	734 +2	+0.3%	+$71	0.01%	151
2019 Q4	$28K	Buy	732 +16	+2%	+$644	0.01%	145
2019 Q3	$28K	Buy	716 +240	+50%	+$9.33K	0.02%	145
2019 Q2	$18K	Hold	476	–	–	0.01%	163
2019 Q1	$19K	Hold	476	–	–	0.01%	163
2018 Q4	$17K	Hold	476	–	–	0.01%	165
2018 Q3	$18K	Hold	476	–	–	0.01%	175
2018 Q2	$19K	Hold	476	–	–	0.01%	160
2018 Q1	$19K	Hold	476	–	–	0.01%	170
2017 Q4	$19K	Hold	476	–	–	0.01%	154
2017 Q3	$18K	Buy	+476	New	+$18.4K	0.01%	170
2016 Q2	–	Sell	-3,947	Closed	-$164K	–	166
2016 Q1	$164K	Sell	3,947 -1,938	-33%	-$74.7K	0.13%	59
2015 Q4	$230K	Buy	+5,885	New	+$237K	0.2%	50

Other funds holding RWX

ULWM

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return