SWA
Sax Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,842
| Closed | -$302K | – | 174 |
|
|
2022
Q1 | $302K | Sell |
8,842
-1,150
| -12% | -$39.3K | 0.07% | 139 |
|
|
2021
Q4 | $356K | Sell |
9,992
-17,550
| -64% | -$625K | 0.07% | 137 |
|
|
2021
Q3 | $978K | Buy |
27,542
+1,036
| +4% | +$36.8K | 0.23% | 66 |
|
|
2021
Q2 | $973K | Buy |
26,506
+9,238
| +53% | +$339K | 0.33% | 60 |
|
|
2021
Q1 | $595K | Sell |
17,268
-411
| -2% | -$14.2K | 0.22% | 84 |
|
|
2020
Q4 | $603K | Buy |
+17,679
| New | +$603K | 0.28% | 67 |
|