Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-813
| Closed | -$36K | – | 750 |
|
|
2015
Q3 | $36K | Sell |
813
-829
| -50% | -$36.7K | 0.01% | 465 |
|
|
2015
Q2 | $75K | Buy |
1,642
+58
| +4% | +$2.65K | 0.02% | 374 |
|
|
2015
Q1 | $79K | Buy |
1,584
+122
| +8% | +$6.09K | 0.02% | 372 |
|
|
2014
Q4 | $70K | Hold |
1,462
| – | – | 0.02% | 355 |
|
|
2014
Q3 | $65K | Buy |
1,462
+2
| +0.1% | +$89 | 0.02% | 376 |
|
|
2014
Q2 | $68K | Sell |
1,460
-381
| -21% | -$17.7K | 0.02% | 333 |
|
|
2014
Q1 | $80K | Buy |
1,841
+1,191
| +183% | +$51.8K | 0.03% | 291 |
|
|
2013
Q4 | $27K | Sell |
650
-1,421
| -69% | -$59K | 0.02% | 395 |
|
|
2013
Q3 | $88K | Sell |
2,071
-646
| -24% | -$27.5K | 0.05% | 248 |
|
|
2013
Q2 | $116K | Buy |
+2,717
| New | +$116K | 0.06% | 216 |
|