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Oakwell Private Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Oakwell Private Wealth Management’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-27,504
Closed -$1.13M – 62
2023
Q1 		$1.13M Sell
27,504
-947
-3% -$40.2K 0.52% 29
2022
Q4 		$1.16M Buy
28,451
+2,666
+10% +$108K 0.56% 25
2022
Q3 		$998K Buy
+25,785
New +$1.15M 0.55% 28
2021
Q3 		– Sell
-4,972
Closed -$256K – 66
2021
Q2 		$256K Sell
4,972
-1,876
-27% -$95.1K 0.16% 55
2021
Q1 		$323K Sell
6,848
-1,639
-19% -$74.8K 0.23% 50
2020
Q4 		$377K Buy
+8,487
New +$358K 0.3% 44

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