Pacific Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
6,578
-3,798
| -37% | -$168K | 0.05% | 64 |
|
|
2025
Q1 | $453K | Hold |
10,376
| – | – | 0.08% | 56 |
|
|
2024
Q4 | $445K | Hold |
10,376
| – | – | 0.07% | 53 |
|
|
2024
Q3 | $493K | Sell |
10,376
-1,023
| -9% | -$48.6K | 0.08% | 51 |
|
|
2024
Q2 | $473K | Hold |
11,399
| – | – | 0.09% | 46 |
|
|
2024
Q1 | $488K | Hold |
11,399
| – | – | 0.11% | 45 |
|
|
2023
Q4 | $498K | Hold |
11,399
| – | – | 0.13% | 44 |
|
|
2023
Q3 | $435K | Hold |
11,399
| – | – | 0.12% | 47 |
|
|
2023
Q2 | $468K | Hold |
11,399
| – | – | 0.12% | 48 |
|
|
2023
Q1 | $469K | Hold |
11,399
| – | – | 0.12% | 58 |
|
|
2022
Q4 | $466K | Hold |
11,399
| – | – | 0.12% | 64 |
|
|
2022
Q3 | $441K | Sell |
11,399
-361
| -3% | -$14K | 0.12% | 61 |
|
|
2022
Q2 | $519K | Hold |
11,760
| – | – | 0.14% | 62 |
|
|
2022
Q1 | $635K | Hold |
11,760
| – | – | 0.18% | 62 |
|
|
2021
Q4 | $665K | Hold |
11,760
| – | – | 0.19% | 63 |
|
|
2021
Q3 | $600K | Hold |
11,760
| – | – | 0.19% | 61 |
|
|
2021
Q2 | $606K | Hold |
11,760
| – | – | 0.31% | 54 |
|
|
2021
Q1 | $555K | Hold |
11,760
| – | – | 0.31% | 50 |
|
|
2020
Q4 | $523K | Hold |
11,760
| – | – | 0.3% | 50 |
|
|
2020
Q3 | $465K | Buy |
11,760
+4,039
| +52% | +$160K | 0.28% | 50 |
|
|
2020
Q2 | $301K | Sell |
7,721
-4,718
| -38% | -$184K | 0.2% | 50 |
|
|
2020
Q1 | $448K | Buy |
12,439
+6,480
| +109% | +$233K | 0.34% | 45 |
|
|
2019
Q4 | $307K | Buy |
+5,959
| New | +$307K | 0.2% | 49 |
|