Rooted 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 Q2	–	Sell	-21,390	Closed	-$867K	–	96
2023 Q1	$867K	Buy	21,390 +4,628	+28%	+$188K	0.64%	34
2022 Q4	$686K	Buy	+16,762	New	+$686K	0.58%	38