PP
PDS Planning’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 | $238K | Buy |
5,384
+29
| +0.5% | +$1.28K | 0.02% | 428 |
|
|
2025
Q1 | $234K | Buy |
5,355
+19
| +0.4% | +$829 | 0.02% | 390 |
|
|
2024
Q4 | $229K | Buy |
5,336
+33
| +0.6% | +$1.42K | 0.02% | 368 |
|
|
2024
Q3 | $252K | Buy |
5,303
+23
| +0.4% | +$1.09K | 0.02% | 348 |
|
|
2024
Q2 | $219K | Buy |
5,280
+28
| +0.5% | +$1.16K | 0.02% | 341 |
|
|
2024
Q1 | $225K | Sell |
5,252
-1,739
| -25% | -$74.5K | 0.02% | 337 |
|
|
2023
Q4 | $306K | Sell |
6,991
-52
| -0.7% | -$2.27K | 0.03% | 230 |
|
|
2023
Q3 | $269K | Buy |
7,043
+45
| +0.6% | +$1.72K | 0.03% | 227 |
|
|
2023
Q2 | $287K | Buy |
6,998
+78
| +1% | +$3.2K | 0.04% | 226 |
|
|
2023
Q1 | $285K | Buy |
6,920
+115
| +2% | +$4.73K | 0.04% | 208 |
|
|
2022
Q4 | $278K | Sell |
6,805
-202
| -3% | -$8.26K | 0.04% | 151 |
|
|
2022
Q3 | $271K | Sell |
7,007
-663
| -9% | -$25.6K | 0.05% | 145 |
|
|
2022
Q2 | $339K | Sell |
7,670
-175
| -2% | -$7.74K | 0.06% | 125 |
|
|
2022
Q1 | $424K | Buy |
7,845
+29
| +0.4% | +$1.57K | 0.07% | 110 |
|
|
2021
Q4 | $442K | Sell |
7,816
-336
| -4% | -$19K | 0.08% | 100 |
|
|
2021
Q3 | $416K | Sell |
8,152
-143
| -2% | -$7.3K | 0.1% | 100 |
|
|
2021
Q2 | $427K | Buy |
8,295
+365
| +5% | +$18.8K | 0.1% | 95 |
|
|
2021
Q1 | $374K | Sell |
7,930
-4,760
| -38% | -$224K | 0.11% | 99 |
|
|
2020
Q4 | $564K | Sell |
12,690
-135
| -1% | -$6K | 0.19% | 67 |
|
|
2020
Q3 | $507K | Sell |
12,825
-500
| -4% | -$19.8K | 0.21% | 66 |
|
|
2020
Q2 | $520K | Sell |
13,325
-113,678
| -90% | -$4.44M | 0.24% | 58 |
|
|
2020
Q1 | $4.57M | Buy |
127,003
+29,721
| +31% | +$1.07M | 2.92% | 10 |
|
|
2019
Q4 | $5.01M | Buy |
97,282
+5,425
| +6% | +$279K | 3.16% | 8 |
|
|
2019
Q3 | $4.76M | Buy |
91,857
+6,072
| +7% | +$315K | 3.31% | 8 |
|
|
2019
Q2 | $4.28M | Buy |
85,785
+1,941
| +2% | +$96.9K | 3.18% | 8 |
|
|
2019
Q1 | $4.2M | Buy |
83,844
+8,494
| +11% | +$425K | 3.26% | 8 |
|
|
2018
Q4 | $3.34M | Buy |
75,350
+5,215
| +7% | +$231K | 2.87% | 11 |
|
|
2018
Q3 | $3.34M | Buy |
70,135
+6,195
| +10% | +$295K | 2.86% | 11 |
|
|
2018
Q2 | $3.08M | Buy |
63,940
+838
| +1% | +$40.3K | 3.03% | 10 |
|
|
2018
Q1 | $2.92M | Buy |
63,102
+3,274
| +5% | +$152K | 2.95% | 10 |
|
|
2017
Q4 | $2.92M | Buy |
+59,828
| New | +$2.92M | 2.96% | 11 |
|