MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $507K | Buy |
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|
2025
Q2 | $478K | Buy |
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|
2025
Q1 | $469K | Buy |
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|
2024
Q4 | $457K | Buy |
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|
2024
Q3 | $493K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $446K | Sell |
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|
2023
Q4 | $537K | Buy |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $479K | Sell |
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $471K | Sell |
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|
2021
Q4 | $858K | Sell |
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|
2021
Q3 | $776K | Sell |
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|
2021
Q2 | $812K | Sell |
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|
2021
Q1 | $761K | Sell |
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|
2020
Q4 | $720K | Sell |
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|
2020
Q3 | $663K | Buy |
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|
2020
Q2 | $645K | Buy |
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|
2020
Q1 | $503K | Buy |
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|
2019
Q4 | $677K | Sell |
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|
2019
Q3 | $706K | Sell |
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|
2019
Q2 | $727K | Buy |
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|
2019
Q1 | $709K | Buy |
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|
2018
Q4 | $503K | Sell |
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|
2018
Q3 | $568K | Sell |
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|
2018
Q2 | $576K | Sell |
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|
2018
Q1 | $581K | Buy |
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|
2017
Q4 | $567K | Sell |
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|
2017
Q3 | $562K | Buy |
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|
2017
Q2 | $552K | Buy |
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