Patriot Financial Group Insurance Agency’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-282
| Closed | -$8K | – | 1646 |
|
|
2022
Q2 | $8K | Buy |
282
+219
| +348% | +$6.21K | ﹤0.01% | 1347 |
|
|
2022
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 1880 |
|
|
2021
Q4 | $2K | Sell |
63
-3
| -5% | -$95 | ﹤0.01% | 1967 |
|
|
2021
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 1972 |
|
|
2021
Q2 | $2K | Sell |
66
-174
| -73% | -$5.27K | ﹤0.01% | 1906 |
|
|
2021
Q1 | $8K | Sell |
240
-63
| -21% | -$2.1K | ﹤0.01% | 1437 |
|
|
2020
Q4 | $10K | Sell |
303
-42
| -12% | -$1.39K | ﹤0.01% | 1234 |
|
|
2020
Q3 | $10K | Hold |
345
| – | – | ﹤0.01% | 1044 |
|
|
2020
Q2 | $10K | Hold |
345
| – | – | ﹤0.01% | 985 |
|
|
2020
Q1 | $9K | Sell |
345
-942
| -73% | -$24.6K | ﹤0.01% | 896 |
|
|
2019
Q4 | $50K | Buy |
1,287
+510
| +66% | +$19.8K | 0.02% | 478 |
|
|
2019
Q3 | $31K | Buy |
777
+281
| +57% | +$11.2K | 0.01% | 537 |
|
|
2019
Q2 | $19K | Hold |
496
| – | – | 0.01% | 661 |
|
|
2019
Q1 | $19K | Hold |
496
| – | – | 0.01% | 565 |
|
|
2018
Q4 | $18K | Hold |
496
| – | – | 0.01% | 504 |
|
|
2018
Q3 | $19K | Sell |
496
-1
| -0.2% | -$38 | 0.01% | 494 |
|
|
2018
Q2 | $19K | Buy |
497
+5
| +1% | +$191 | 0.02% | 301 |
|
|
2018
Q1 | $20K | Buy |
492
+2
| +0.4% | +$81 | 0.01% | 473 |
|
|
2017
Q4 | $20K | Buy |
+490
| New | +$20K | 0.02% | 460 |
|