Orin Green Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
115,241
+160
| +0.1% | +$7.06K | 2.15% | 14 |
|
|
2025
Q1 | $4.84M | Buy |
+115,081
| New | +$4.84M | 2.28% | 12 |
|
|
2024
Q4 | – | Sell |
-100,647
| Closed | -$4.78M | – | 15 |
|
|
2024
Q3 | $4.78M | Buy |
100,647
+620
| +0.6% | +$29.5K | 2.06% | 13 |
|
|
2024
Q2 | $4.15M | Buy |
+100,027
| New | +$4.15M | 1.91% | 14 |
|
|
2024
Q1 | – | Sell |
-100,059
| Closed | -$4.35M | – | 14 |
|
|
2023
Q4 | $4.35M | Buy |
100,059
+1,825
| +2% | +$79.4K | 2.15% | 12 |
|
|
2023
Q3 | $3.75M | Buy |
98,234
+2,277
| +2% | +$87K | 2.08% | 14 |
|
|
2023
Q2 | $3.94M | Buy |
95,957
+980
| +1% | +$40.2K | 2.06% | 14 |
|
|
2023
Q1 | $3.91M | Buy |
94,977
+617
| +0.7% | +$25.4K | 2.12% | 15 |
|
|
2022
Q4 | $3.86M | Sell |
94,360
-3,202
| -3% | -$131K | 2.27% | 14 |
|
|
2022
Q3 | $3.77M | Buy |
97,562
+3,513
| +4% | +$136K | 2.45% | 13 |
|
|
2022
Q2 | $4.17M | Sell |
94,049
-531
| -0.6% | -$23.6K | 2.61% | 12 |
|
|
2022
Q1 | $5.11M | Buy |
94,580
+2,149
| +2% | +$116K | 3.34% | 10 |
|
|
2021
Q4 | $4.84M | Sell |
92,431
-2,169
| -2% | -$114K | 3.51% | 10 |
|
|
2021
Q3 | $4.83M | Buy |
94,600
+397
| +0.4% | +$20.3K | 3.37% | 10 |
|
|
2021
Q2 | $4.85M | Buy |
94,203
+949
| +1% | +$48.9K | 3.43% | 10 |
|
|
2021
Q1 | $4.4M | Buy |
93,254
+1,253
| +1% | +$59.2K | 3.58% | 9 |
|
|
2020
Q4 | $4.09M | Buy |
+92,001
| New | +$4.09M | 3.25% | 11 |
|