NEWAS
N.E.W. Advisory Services’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 | $196K | Sell |
4,447
-14
| -0.3% | -$618 | 0.02% | 187 |
|
|
2025
Q1 | $195K | Buy |
+4,461
| New | +$195K | 0.01% | 206 |
|
|
2024
Q4 | – | Sell |
-4,631
| Closed | -$220K | – | 195 |
|
|
2024
Q3 | $220K | Sell |
4,631
-471
| -9% | -$22.4K | 0.02% | 177 |
|
|
2024
Q2 | $212K | Sell |
5,102
-239
| -4% | -$9.93K | 0.02% | 170 |
|
|
2024
Q1 | $229K | Sell |
5,341
-234
| -4% | -$10K | 0.03% | 157 |
|
|
2023
Q4 | $244K | Sell |
5,575
-399
| -7% | -$17.4K | 0.03% | 147 |
|
|
2023
Q3 | $228K | Buy |
5,974
+8
| +0.1% | +$306 | 0.03% | 141 |
|
|
2023
Q2 | $245K | Sell |
5,966
-63
| -1% | -$2.59K | 0.03% | 120 |
|
|
2023
Q1 | $248K | Sell |
6,029
-342
| -5% | -$14.1K | 0.04% | 115 |
|
|
2022
Q4 | $261K | Buy |
6,371
+45
| +0.7% | +$1.84K | 0.04% | 111 |
|
|
2022
Q3 | $245K | Sell |
6,326
-85
| -1% | -$3.29K | 0.04% | 114 |
|
|
2022
Q2 | $283K | Sell |
6,411
-7,096
| -53% | -$313K | 0.05% | 105 |
|
|
2022
Q1 | $644K | Buy |
13,507
+5,161
| +62% | +$246K | 0.12% | 71 |
|
|
2021
Q4 | $472K | Sell |
8,346
-1,333
| -14% | -$75.4K | 0.07% | 86 |
|
|
2021
Q3 | $494K | Sell |
9,679
-1,362
| -12% | -$69.5K | 0.08% | 82 |
|
|
2021
Q2 | $570K | Sell |
11,041
-2,147
| -16% | -$111K | 0.1% | 76 |
|
|
2021
Q1 | $635K | Sell |
13,188
-2,359
| -15% | -$114K | 0.12% | 73 |
|
|
2020
Q4 | $690K | Sell |
15,547
-4,365
| -22% | -$194K | 0.15% | 67 |
|
|
2020
Q3 | $782K | Sell |
19,912
-3,833
| -16% | -$151K | 0.22% | 46 |
|
|
2020
Q2 | $927K | Buy |
+23,745
| New | +$927K | 0.29% | 40 |
|
|
2019
Q4 | $1.37M | Buy |
+26,719
| New | +$1.37M | 0.45% | 35 |
|