Physician 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 | $48.6K | Hold |
1,102
| – | – | 0.01% | 347 |
|
2025
Q1 | $48.1K | Hold |
1,102
| – | – | 0.01% | 343 |
|
2024
Q4 | $47.3K | Buy |
+1,102
| New | +$47.3K | 0.01% | 354 |
|
2022
Q1 | – | Sell |
-6,744
| Closed | -$371K | – | 164 |
|
2021
Q4 | $371K | Sell |
6,744
-215
| -3% | -$11.8K | 0.1% | 107 |
|
2021
Q3 | $373K | Buy |
6,959
+25
| +0.4% | +$1.34K | 0.1% | 100 |
|
2021
Q2 | $369K | Sell |
6,934
-2,309
| -25% | -$123K | 0.11% | 99 |
|
2021
Q1 | $444K | Sell |
9,243
-621
| -6% | -$29.8K | 0.14% | 85 |
|
2020
Q4 | $450K | Buy |
9,864
+113
| +1% | +$5.16K | 0.15% | 83 |
|
2020
Q3 | $380K | Buy |
9,751
+355
| +4% | +$13.8K | 0.15% | 85 |
|
2020
Q2 | $385K | Buy |
9,396
+510
| +6% | +$20.9K | 0.16% | 81 |
|
2020
Q1 | $324K | Sell |
8,886
-2,357
| -21% | -$85.9K | 0.16% | 78 |
|
2019
Q4 | $580K | Sell |
11,243
-337
| -3% | -$17.4K | 0.26% | 54 |
|
2019
Q3 | $600K | Buy |
+11,580
| New | +$600K | 0.29% | 53 |
|