OWA
ORBA Wealth Advisors’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 | $745K | Sell |
16,875
-12,366
| -42% | -$546K | 0.68% | 37 |
|
|
2025
Q1 | $1.28M | Buy |
29,241
+6,670
| +30% | +$291K | 0.64% | 39 |
|
|
2024
Q4 | $968K | Sell |
22,571
-412
| -2% | -$17.7K | 0.51% | 42 |
|
|
2024
Q3 | $1.09M | Sell |
22,983
-160
| -0.7% | -$7.61K | 0.55% | 42 |
|
|
2024
Q2 | $961K | Sell |
23,143
-239
| -1% | -$9.93K | 0.5% | 40 |
|
|
2024
Q1 | $1M | Buy |
23,382
+107
| +0.5% | +$4.58K | 0.55% | 40 |
|
|
2023
Q4 | $1.02M | Buy |
+23,275
| New | +$1.02M | 0.61% | 36 |
|