Pinnacle Wealth Management Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-4,850
| Closed | -$201K | – | 116 |
|
2016
Q1 | $201K | Buy |
+4,850
| New | +$201K | 0.18% | 108 |
|
2015
Q4 | – | Sell |
-6,455
| Closed | -$254K | – | 108 |
|
2015
Q3 | $254K | Buy |
6,455
+55
| +0.9% | +$2.16K | 0.25% | 80 |
|
2015
Q2 | $268K | Sell |
6,400
-1,100
| -15% | -$46.1K | 0.25% | 85 |
|
2015
Q1 | $325K | Buy |
7,500
+1,100
| +17% | +$47.7K | 0.29% | 84 |
|
2014
Q4 | $266K | Buy |
+6,400
| New | +$266K | 0.25% | 88 |
|