Moneta Group Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,910
| Closed | -$356K | – | 281 |
|
|
2019
Q4 | $356K | Buy |
6,910
+142
| +2% | +$7.32K | 0.03% | 198 |
|
|
2019
Q3 | $351K | Sell |
6,768
-366
| -5% | -$19K | 0.03% | 198 |
|
|
2019
Q2 | $356K | Sell |
7,134
-5,978
| -46% | -$298K | 0.04% | 180 |
|
|
2019
Q1 | $656K | Buy |
13,112
+934
| +8% | +$46.7K | 0.07% | 126 |
|
|
2018
Q4 | $539K | Buy |
12,178
+350
| +3% | +$15.5K | 0.06% | 131 |
|
|
2018
Q3 | $563K | Buy |
11,828
+837
| +8% | +$39.8K | 0.06% | 143 |
|
|
2018
Q2 | $529K | Buy |
+10,991
| New | +$529K | 0.06% | 165 |
|