OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,200
| Closed | -$308K | – | 1396 |
|
|
2024
Q1 | $308K | Sell |
7,200
-2,287
| -24% | -$97.9K | ﹤0.01% | 901 |
|
|
2023
Q4 | $415K | Sell |
9,487
-3,660
| -28% | -$160K | 0.01% | 784 |
|
|
2023
Q3 | $502K | Buy |
+13,147
| New | +$502K | 0.01% | 644 |
|
|
2018
Q3 | – | Sell |
-213
| Closed | -$10K | – | 1178 |
|
|
2018
Q2 | $10K | Buy |
+213
| New | +$10K | ﹤0.01% | 1046 |
|