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Shakespeare Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Shakespeare Wealth Management’s Portfolio RWO Stock Details RWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,037
Closed -$236K – 69
2020
Q2 		$236K Sell
6,037
-20,698
-77% -$791K 0.14% 58
2020
Q1 		$962K Buy
26,735
+266
+1% +$12.6K 0.67% 28
2019
Q4 		$1.36M Buy
26,469
+4,290
+19% +$223K 0.74% 29
2019
Q3 		$1.15M Buy
22,179
+15
+0.1% +$762 0.67% 31
2019
Q2 		$1.11M Buy
+22,164
New +$1.11M 0.71% 31
2019
Q1 		– Sell
-22,177
Closed -$982K – 45
2018
Q4 		$982K Buy
+22,177
New +$1.03M 0.76% 30

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