Sharkey, Howes & Javer’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-105,254
Closed -$3.79M 71
2020
Q1
$3.79M Sell
105,254
-9,745
-8% -$463K 1.98% 15
2019
Q4
$5.92M Sell
114,999
-3,319
-3% -$173K 2.51% 13
2019
Q3
$6.14M Buy
118,318
+1,647
+1% +$83.6K 2.65% 13
2019
Q2
$5.82M Sell
116,671
-3,387
-3% -$169K 2.64% 11
2019
Q1
$6.01M Buy
120,058
+27,779
+30% +$1.34M 2.8% 13
2018
Q4
$4.08M Buy
92,279
+3,785
+4% +$175K 2.66% 7
2018
Q3
$4.21M Buy
88,494
+43,822
+98% +$2.12M 2.2% 8
2018
Q2
$2.15M Sell
44,672
-48,055
-52% -$2.27M 1.19% 11
2018
Q1
$4.29M Buy
92,727
+2,187
+2% +$102K 2.42% 9
2017
Q4
$4.43M Buy
90,540
+35,875
+66% +$1.73M 2.58% 8
2017
Q3
$2.62M Buy
+54,665
New +$2.62M 1.38% 8
2017
Q2
Sell
-30
Closed -$1K 223
2017
Q1
$1K Hold
30
﹤0.01% 219
2016
Q4
$1K Sell
30
-1,572
-98% -$73K ﹤0.01% 211
2016
Q3
$80K Sell
1,602
-502
-24% -$25.5K 0.05% 73
2016
Q2
$106K Sell
2,104
-1,597
-43% -$78.3K 0.07% 61
2016
Q1
$181K Sell
3,701
-70,539
-95% -$3.21M 0.13% 39
2015
Q4
$3.47M Sell
74,240
-45,245
-38% -$2.13M 2.42% 8
2015
Q3
$5.29M Buy
+119,485
New +$5.51M 4.08% 7
2015
Q2
Sell
-150,163
Closed -$7.46M 245
2015
Q1
$7.46M Buy
+150,163
New +$7.5M 4.79% 6

Other funds holding RWO