RFWA
RPg Family Wealth Advisory’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
86,584
-1,729
| -2% | -$47.4K | 0.63% | 65 |
|
|
2025
Q1 | $2.16M | Buy |
88,313
+3,374
| +4% | +$82.6K | 0.62% | 54 |
|
|
2024
Q4 | $1.96M | Sell |
84,939
-2,715
| -3% | -$62.6K | 0.69% | 43 |
|
|
2024
Q3 | $2.42M | Buy |
87,654
+4,225
| +5% | +$116K | 0.78% | 43 |
|
|
2024
Q2 | $2M | Buy |
83,429
+4,923
| +6% | +$118K | 0.66% | 47 |
|
|
2024
Q1 | $2.05M | Buy |
78,506
+7,373
| +10% | +$192K | 0.65% | 49 |
|
|
2023
Q4 | $1.94M | Buy |
71,133
+1,972
| +3% | +$53.8K | 0.72% | 44 |
|
|
2023
Q3 | $1.64M | Buy |
69,161
+3,234
| +5% | +$76.9K | 0.68% | 45 |
|
|
2023
Q2 | $1.63M | Buy |
65,927
+9,860
| +18% | +$244K | 0.65% | 47 |
|
|
2023
Q1 | $1.47M | Buy |
56,067
+5,954
| +12% | +$156K | 0.81% | 38 |
|
|
2022
Q4 | $1.34M | Buy |
50,113
+3,653
| +8% | +$97.8K | 0.92% | 34 |
|
|
2022
Q3 | $1.29M | Buy |
46,460
+126
| +0.3% | +$3.5K | 0.68% | 46 |
|
|
2022
Q2 | $1.31M | Buy |
46,334
+264
| +0.6% | +$7.45K | 0.78% | 42 |
|
|
2022
Q1 | $1.57M | Buy |
46,070
+5,104
| +12% | +$174K | 0.67% | 43 |
|
|
2021
Q4 | $1.46M | Sell |
40,966
-9,305
| -19% | -$331K | 0.58% | 45 |
|
|
2021
Q3 | $1.78M | Buy |
50,271
+210
| +0.4% | +$7.46K | 0.75% | 43 |
|
|
2021
Q2 | $1.84M | Buy |
+50,061
| New | +$1.84M | 0.74% | 46 |
|
|
2020
Q4 | $544K | Sell |
15,944
-222
| -1% | -$7.57K | 0.26% | 67 |
|
|
2020
Q3 | $480K | Buy |
+16,166
| New | +$480K | 0.25% | 71 |
|