MPS Loria Financial Planners’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $539K | Buy |
11,785
+254
| +2% | +$12K | 0.14% | 43 |
|
|
2025
Q4 | $519K | Buy |
11,531
+446
| +4% | +$20.3K | 0.13% | 45 |
|
|
2025
Q3 | $507K | Buy |
11,085
+261
| +2% | +$11.7K | 0.13% | 47 |
|
|
2025
Q2 | $478K | Buy |
10,824
+88
| +0.8% | +$3.83K | 0.14% | 47 |
|
|
2025
Q1 | $469K | Buy |
10,736
+72
| +0.7% | +$3.14K | 0.14% | 44 |
|
|
2024
Q4 | $457K | Buy |
10,664
+301
| +3% | +$13.7K | 0.14% | 44 |
|
|
2024
Q3 | $493K | Sell |
10,363
-30
| -0.3% | -$1.35K | 0.15% | 41 |
|
|
2024
Q2 | $432K | Sell |
10,393
-17
| -0.2% | -$701 | 0.14% | 44 |
|
|
2024
Q1 | $446K | Sell |
10,410
-1,875
| -15% | -$79.2K | 0.15% | 42 |
|
|
2023
Q4 | $537K | Buy |
12,285
+301
| +3% | +$11.9K | 0.19% | 37 |
|
|
2023
Q3 | $458K | Buy |
11,984
+319
| +3% | +$13.1K | 0.18% | 39 |
|
|
2023
Q2 | $479K | Sell |
11,665
-116
| -1% | -$4.75K | 0.18% | 40 |
|
|
2023
Q1 | $485K | Buy |
11,781
+2,341
| +25% | +$99.4K | 0.2% | 38 |
|
|
2022
Q4 | $386K | Buy |
9,440
+989
| +12% | +$40.1K | 0.17% | 44 |
|
|
2022
Q3 | $327K | Sell |
8,451
-40
| -0.5% | -$1.79K | 0.13% | 50 |
|
|
2022
Q2 | $374K | Sell |
8,491
-244
| -3% | -$12K | 0.17% | 46 |
|
|
2022
Q1 | $471K | Sell |
8,735
-6,451
| -42% | -$341K | 0.2% | 44 |
|
|
2021
Q4 | $858K | Sell |
15,186
-17
| -0.1% | -$924 | 0.35% | 24 |
|
|
2021
Q3 | $776K | Sell |
15,203
-569
| -4% | -$30.3K | 0.36% | 25 |
|
|
2021
Q2 | $812K | Sell |
15,772
-364
| -2% | -$18.5K | 0.37% | 24 |
|
|
2021
Q1 | $761K | Sell |
16,136
-482
| -3% | -$22K | 0.35% | 27 |
|
|
2020
Q4 | $720K | Sell |
16,618
-168
| -1% | -$7.09K | 0.32% | 29 |
|
|
2020
Q3 | $663K | Buy |
16,786
+260
| +2% | +$10.4K | 0.34% | 26 |
|
|
2020
Q2 | $645K | Buy |
16,526
+2,553
| +18% | +$97.5K | 0.35% | 26 |
|
|
2020
Q1 | $503K | Buy |
13,973
+825
| +6% | +$39.2K | 0.39% | 25 |
|
|
2019
Q4 | $677K | Sell |
13,148
-472
| -3% | -$24.6K | 0.4% | 27 |
|
|
2019
Q3 | $706K | Sell |
13,620
-958
| -7% | -$48.6K | 0.46% | 24 |
|
|
2019
Q2 | $727K | Buy |
14,578
+411
| +3% | +$20.5K | 0.46% | 25 |
|
|
2019
Q1 | $709K | Buy |
14,167
+2,791
| +25% | +$135K | 0.47% | 26 |
|
|
2018
Q4 | $503K | Sell |
11,376
-537
| -5% | -$24.9K | 0.36% | 32 |
|
|
2018
Q3 | $568K | Sell |
11,913
-56
| -0.5% | -$2.71K | 0.36% | 30 |
|
|
2018
Q2 | $576K | Sell |
11,969
-597
| -5% | -$28.1K | 0.58% | 25 |
|
|
2018
Q1 | $581K | Buy |
12,566
+976
| +8% | +$45.5K | 0.41% | 26 |
|
|
2017
Q4 | $567K | Sell |
11,590
-168
| -1% | -$8.11K | 0.39% | 29 |
|
|
2017
Q3 | $562K | Buy |
11,758
+243
| +2% | +$11.7K | 0.4% | 28 |
|
|
2017
Q2 | $552K | Buy |
+11,515
| New | +$552K | 0.37% | 29 |
|
Other funds holding RWO
HNB
GT
QC
