Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-146
| Closed | -$7K | – | 811 |
|
|
2017
Q3 | $7K | Hold |
146
| – | – | ﹤0.01% | 549 |
|
|
2017
Q2 | $7K | Sell |
146
-45
| -24% | -$2.16K | ﹤0.01% | 470 |
|
|
2017
Q1 | $9K | Sell |
191
-5
| -3% | -$236 | ﹤0.01% | 454 |
|
|
2016
Q4 | $9K | Buy |
196
+35
| +22% | +$1.61K | ﹤0.01% | 451 |
|
|
2016
Q3 | $8K | Hold |
161
| – | – | ﹤0.01% | 421 |
|
|
2016
Q2 | $8K | Buy |
161
+146
| +973% | +$7.26K | ﹤0.01% | 378 |
|
|
2016
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 432 |
|