Mutual Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,963
| Closed | -$1.03M | – | 1194 |
|
|
2025
Q1 | $1.03M | Sell |
23,963
-631
| -3% | -$27.1K | 0.03% | 438 |
|
|
2024
Q4 | $1.05M | Sell |
24,594
-6
| -0% | -$257 | 0.03% | 462 |
|
|
2024
Q3 | $1.14M | Sell |
24,600
-644
| -3% | -$29.8K | 0.03% | 444 |
|
|
2024
Q2 | $1.1M | Sell |
25,244
-1,338
| -5% | -$58.6K | 0.03% | 456 |
|
|
2024
Q1 | $1.14M | Buy |
+26,582
| New | +$1.14M | 0.04% | 440 |
|
|
2023
Q3 | – | Sell |
-6,849
| Closed | -$281K | – | 1037 |
|
|
2023
Q2 | $281K | Buy |
6,849
+1,089
| +19% | +$44.7K | 0.01% | 825 |
|
|
2023
Q1 | $237K | Buy |
5,760
+724
| +14% | +$29.8K | 0.01% | 855 |
|
|
2022
Q4 | $206K | Sell |
5,036
-497
| -9% | -$20.3K | 0.01% | 864 |
|
|
2022
Q3 | $214K | Buy |
5,533
+552
| +11% | +$21.4K | 0.01% | 808 |
|
|
2022
Q2 | $220K | Sell |
4,981
-21,959
| -82% | -$970K | 0.01% | 768 |
|
|
2022
Q1 | $1.46M | Sell |
26,940
-421
| -2% | -$22.7K | 0.08% | 271 |
|
|
2021
Q4 | $1.55M | Buy |
27,361
+305
| +1% | +$17.2K | 0.08% | 274 |
|
|
2021
Q3 | $1.38M | Sell |
27,056
-24,739
| -48% | -$1.26M | 0.08% | 286 |
|
|
2021
Q2 | $2.67M | Buy |
51,795
+22,953
| +80% | +$1.18M | 0.16% | 164 |
|
|
2021
Q1 | $1.36M | Sell |
28,842
-1,302
| -4% | -$61.5K | 0.09% | 262 |
|
|
2020
Q4 | $1.34M | Buy |
30,144
+2,890
| +11% | +$128K | 0.1% | 243 |
|
|
2020
Q3 | $1.08M | Sell |
27,254
-2,347
| -8% | -$92.7K | 0.09% | 232 |
|
|
2020
Q2 | $1.16M | Buy |
29,601
+21,183
| +252% | +$827K | 0.11% | 192 |
|
|
2020
Q1 | $303K | Sell |
8,418
-3,337
| -28% | -$120K | 0.04% | 391 |
|
|
2019
Q4 | $606K | Sell |
11,755
-4,056
| -26% | -$209K | 0.06% | 301 |
|
|
2019
Q3 | $820K | Sell |
15,811
-7,471
| -32% | -$387K | 0.11% | 228 |
|
|
2019
Q2 | $1.16M | Buy |
23,282
+18,468
| +384% | +$922K | 0.15% | 174 |
|
|
2019
Q1 | $241K | Buy |
+4,814
| New | +$241K | 0.04% | 408 |
|