Omega Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-51,187
| Closed | -$2.64M | – | 63 |
|
|
2019
Q4 | $2.64M | Buy |
51,187
+3,134
| +7% | +$161K | 1.73% | 20 |
|
|
2019
Q3 | $2.49M | Sell |
48,053
-665
| -1% | -$34.5K | 1.75% | 20 |
|
|
2019
Q2 | $2.43M | Sell |
48,718
-505
| -1% | -$25.2K | 1.8% | 20 |
|
|
2019
Q1 | $2.46M | Sell |
49,223
-1,258
| -2% | -$62.9K | 1.82% | 22 |
|
|
2018
Q4 | $2.23M | Buy |
+50,481
| New | +$2.23M | 1.97% | 20 |
|