Morton Brown Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,686
| Closed | -$357K | – | 182 |
|
|
2023
Q2 | $357K | Hold |
8,686
| – | – | 0.19% | 38 |
|
|
2023
Q1 | $358K | Hold |
8,686
| – | – | 0.21% | 39 |
|
|
2022
Q4 | $355K | Buy |
8,686
+8,585
| +8,500% | +$351K | 0.24% | 37 |
|
|
2022
Q3 | $4K | Hold |
101
| – | – | ﹤0.01% | 154 |
|
|
2022
Q2 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 166 |
|