Richardson Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $401K | Buy |
14,577
+11,512
| +376% | +$317K | 0.27% | 101 |
|
2025
Q1 | $75K | Sell |
3,065
-1,156
| -27% | -$28.3K | 0.06% | 206 |
|
2024
Q4 | $97.2K | Buy |
4,221
+220
| +5% | +$5.06K | 0.07% | 193 |
|
2024
Q3 | $96K | Hold |
4,001
| – | – | 0.06% | 203 |
|
2024
Q2 | $96K | Buy |
4,001
+234
| +6% | +$5.62K | 0.07% | 193 |
|
2024
Q1 | $98.3K | Buy |
3,767
+105
| +3% | +$2.74K | 0.07% | 199 |
|
2023
Q4 | $99.9K | Buy |
+3,662
| New | +$99.9K | 0.09% | 174 |
|