Phillips Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,469
| Closed | -$260K | – | 273 |
|
|
2024
Q3 | $260K | Buy |
5,469
+718
| +15% | +$34.1K | 0.02% | 161 |
|
|
2024
Q2 | $197K | Buy |
4,751
+47
| +1% | +$1.95K | 0.02% | 182 |
|
|
2024
Q1 | $201K | Buy |
4,704
+28
| +0.6% | +$1.2K | 0.02% | 180 |
|
|
2023
Q4 | $204K | Sell |
4,676
-101
| -2% | -$4.41K | 0.02% | 164 |
|
|
2023
Q3 | $182K | Buy |
4,777
+48
| +1% | +$1.83K | 0.02% | 161 |
|
|
2023
Q2 | $194K | Buy |
4,729
+47
| +1% | +$1.93K | 0.02% | 161 |
|
|
2023
Q1 | $193K | Buy |
4,682
+32
| +0.7% | +$1.32K | 0.02% | 162 |
|
|
2022
Q4 | $190K | Buy |
4,650
+1,005
| +28% | +$41.1K | 0.02% | 149 |
|
|
2022
Q3 | $141K | Buy |
+3,645
| New | +$141K | 0.02% | 151 |
|