Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-878
| Closed | -$30K | – | 919 |
|
|
2020
Q4 | $30K | Buy |
+878
| New | +$30K | ﹤0.01% | 894 |
|
|
2018
Q2 | – | Sell |
-2,690
| Closed | -$108K | – | 525 |
|
|
2018
Q1 | $108K | Hold |
2,690
| – | – | 0.04% | 225 |
|
|
2017
Q4 | $109K | Buy |
2,690
+2,190
| +438% | +$88.7K | 0.04% | 191 |
|
|
2017
Q3 | $19K | Hold |
500
| – | – | 0.01% | 454 |
|
|
2017
Q2 | $19K | Hold |
500
| – | – | ﹤0.01% | 453 |
|
|
2017
Q1 | $19K | Sell |
500
-1,900
| -79% | -$72.2K | ﹤0.01% | 471 |
|
|
2016
Q4 | $89K | Hold |
2,400
| – | – | 0.02% | 299 |
|
|
2016
Q3 | $100K | Buy |
2,400
+500
| +26% | +$20.8K | 0.03% | 242 |
|
|
2016
Q2 | $79K | Buy |
+1,900
| New | +$79K | 0.02% | 247 |
|