Regent Peak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,408
| Closed | -$283K | – | 172 |
|
|
2023
Q3 | $283K | Hold |
7,408
| – | – | 0.09% | 113 |
|
|
2023
Q2 | $304K | Sell |
7,408
-1,184
| -14% | -$48.6K | 0.09% | 105 |
|
|
2023
Q1 | $354K | Buy |
+8,592
| New | +$354K | 0.11% | 95 |
|
|
2022
Q3 | – | Sell |
-5,142
| Closed | -$226K | – | 160 |
|
|
2022
Q2 | $226K | Buy |
+5,142
| New | +$226K | 0.07% | 140 |
|
|
2021
Q1 | – | Sell |
-4,961
| Closed | -$221K | – | 817 |
|
|
2020
Q4 | $221K | Sell |
4,961
-917
| -16% | -$40.9K | 0.07% | 133 |
|
|
2020
Q3 | $232K | Sell |
5,878
-464
| -7% | -$18.3K | 0.1% | 113 |
|
|
2020
Q2 | $248K | Sell |
6,342
-438
| -6% | -$17.1K | 0.11% | 102 |
|
|
2020
Q1 | $244K | Sell |
6,780
-1,539
| -18% | -$55.4K | 0.14% | 96 |
|
|
2019
Q4 | $428K | Buy |
+8,319
| New | +$428K | 0.2% | 80 |
|