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Sound Stewardship’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Sound Stewardship’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
2024
Q1 		– Sell
-10,085
Closed -$441K – 68
2023
Q4 		$441K Sell
10,085
-2,981
-23% -$118K 0.29% 47
2023
Q3 		$499K Sell
13,066
-454
-3% -$18.6K 0.34% 45
2023
Q2 		$555K Buy
13,520
+110
+0.8% +$4.5K 0.37% 44
2023
Q1 		$552K Sell
13,410
-1,511
-10% -$64.2K 0.37% 44
2022
Q4 		$610K Buy
+14,921
New +$604K 0.45% 41

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HNB
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GT
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RJFSA
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Morgan Stanley
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Envestnet Asset Management
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HSBC Holdings
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return