Oakwell Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-27,504
| Closed | -$1.13M | – | 62 |
|
|
2023
Q1 | $1.13M | Sell |
27,504
-947
| -3% | -$39K | 0.52% | 29 |
|
|
2022
Q4 | $1.16M | Buy |
28,451
+2,666
| +10% | +$109K | 0.56% | 25 |
|
|
2022
Q3 | $998K | Buy |
+25,785
| New | +$998K | 0.55% | 28 |
|
|
2021
Q3 | – | Sell |
-4,972
| Closed | -$256K | – | 66 |
|
|
2021
Q2 | $256K | Sell |
4,972
-1,876
| -27% | -$96.6K | 0.16% | 55 |
|
|
2021
Q1 | $323K | Sell |
6,848
-1,639
| -19% | -$77.3K | 0.23% | 50 |
|
|
2020
Q4 | $377K | Buy |
+8,487
| New | +$377K | 0.3% | 44 |
|