MAWA
Moss Adams Wealth Advisors’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
59,583
-15,356
| -20% | -$678K | 0.24% | 38 |
|
|
2025
Q1 | $3.27M | Buy |
74,939
+28,216
| +60% | +$1.23M | 0.34% | 27 |
|
|
2024
Q4 | $2M | Buy |
46,723
+1,506
| +3% | +$64.6K | 0.21% | 38 |
|
|
2024
Q3 | $2.15M | Buy |
45,217
+2,624
| +6% | +$125K | 0.24% | 35 |
|
|
2024
Q2 | $1.77M | Sell |
42,593
-27,989
| -40% | -$1.16M | 0.24% | 35 |
|
|
2024
Q1 | $3.02M | Buy |
70,582
+1,123
| +2% | +$48.1K | 0.49% | 24 |
|
|
2023
Q4 | $3.04M | Buy |
69,459
+49,226
| +243% | +$2.15M | 0.63% | 19 |
|
|
2023
Q3 | $773K | Sell |
20,233
-48,513
| -71% | -$1.85M | 0.26% | 30 |
|
|
2023
Q2 | $2.82M | Buy |
68,746
+57,979
| +538% | +$2.38M | 0.92% | 14 |
|
|
2023
Q1 | $443K | Sell |
10,767
-7,771
| -42% | -$320K | 0.15% | 47 |
|
|
2022
Q4 | $758K | Buy |
+18,538
| New | +$758K | 0.38% | 43 |
|