Ranch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,162
| Closed | -$59K | – | 489 |
|
|
2021
Q3 | $59K | Buy |
1,162
+1
| +0.1% | +$51 | 0.04% | 255 |
|
|
2021
Q2 | $59K | Hold |
1,161
| – | – | 0.04% | 281 |
|
|
2021
Q1 | $54K | Hold |
1,161
| – | – | 0.04% | 280 |
|
|
2020
Q4 | $51K | Hold |
1,161
| – | – | 0.04% | 295 |
|
|
2020
Q3 | $45K | Hold |
1,161
| – | – | 0.04% | 305 |
|
|
2020
Q2 | $47K | Hold |
1,161
| – | – | 0.04% | 313 |
|
|
2020
Q1 | $41K | Buy |
1,161
+6
| +0.5% | +$212 | 0.04% | 307 |
|
|
2019
Q4 | $60K | Buy |
+1,155
| New | +$60K | 0.05% | 295 |
|