Mosaic Financial Partners’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $638K | Hold |
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|
2018
Q1 | $614K | Sell |
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|
2017
Q4 | $1.85M | Sell |
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|
2017
Q3 | $4.33M | Buy |
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|
2017
Q2 | $4.22M | Buy |
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|
2017
Q1 | $3.94M | Sell |
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|
2016
Q4 | $3.93M | Buy |
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|
2016
Q3 | $2.58M | Sell |
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|
2016
Q2 | $3.05M | Buy |
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|
2016
Q1 | $2.73M | Sell |
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|
2015
Q4 | $3.08M | Sell |
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|
2015
Q3 | $3.12M | Buy |
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|
2015
Q2 | $1.31M | Buy |
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|
2015
Q1 | $1.19M | Buy |
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|
2014
Q4 | $984K | Buy |
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|
2014
Q3 | $702K | Buy |
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|
2014
Q2 | $687K | Hold |
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|
2014
Q1 | $643K | Buy |
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|
2013
Q4 | $611K | Hold |
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|
2013
Q3 | $622K | Buy |
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|
2013
Q2 | $617K | Buy |
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