SWM
Shakespeare Wealth Management’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,037
| Closed | -$236K | – | 69 |
|
|
2020
Q2 | $236K | Sell |
6,037
-20,698
| -77% | -$809K | 0.14% | 58 |
|
|
2020
Q1 | $962K | Buy |
26,735
+266
| +1% | +$9.57K | 0.67% | 28 |
|
|
2019
Q4 | $1.36M | Buy |
26,469
+4,290
| +19% | +$221K | 0.74% | 29 |
|
|
2019
Q3 | $1.15M | Buy |
22,179
+15
| +0.1% | +$778 | 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 | +$982K | 0.76% | 30 |
|