Sound Stewardship’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,085
| Closed | -$441K | – | 68 |
|
|
2023
Q4 | $441K | Sell |
10,085
-2,981
| -23% | -$130K | 0.29% | 47 |
|
|
2023
Q3 | $499K | Sell |
13,066
-454
| -3% | -$17.3K | 0.34% | 45 |
|
|
2023
Q2 | $555K | Buy |
13,520
+110
| +0.8% | +$4.52K | 0.37% | 44 |
|
|
2023
Q1 | $552K | Sell |
13,410
-1,511
| -10% | -$62.2K | 0.37% | 44 |
|
|
2022
Q4 | $610K | Buy |
+14,921
| New | +$610K | 0.45% | 41 |
|