Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $237K | Buy |
5,172
+304
| +6% | +$14.4K | 0.01% | 940 |
|
|
2025
Q4 | $219K | Buy |
4,868
+150
| +3% | +$6.82K | 0.01% | 986 |
|
|
2025
Q3 | $216K | Buy |
+4,718
| New | +$211K | 0.01% | 974 |
|
|
2024
Q4 | – | Sell |
-10,056
| Closed | -$478K | – | 585 |
|
|
2024
Q3 | $478K | Buy |
10,056
+33
| +0.3% | +$1.49K | 0.02% | 447 |
|
|
2024
Q2 | $416K | Sell |
10,023
-244
| -2% | -$10.1K | 0.02% | 456 |
|
|
2024
Q1 | $440K | Buy |
+10,267
| New | +$434K | 0.02% | 469 |
|
|
2023
Q4 | – | Sell |
-22,166
| Closed | -$847K | – | 569 |
|
|
2023
Q3 | $847K | Buy |
22,166
+1,923
| +9% | +$78.9K | 0.05% | 327 |
|
|
2023
Q2 | $831K | Buy |
20,243
+3,634
| +22% | +$149K | 0.05% | 385 |
|
|
2023
Q1 | $684K | Sell |
16,609
-1,491
| -8% | -$63.3K | 0.05% | 373 |
|
|
2022
Q4 | $740K | Buy |
18,100
+148
| +0.8% | +$5.99K | 0.05% | 367 |
|
|
2022
Q3 | $695K | Buy |
+17,952
| New | +$804K | 0.07% | 277 |
|
|
2022
Q1 | – | Sell |
-16,051
| Closed | -$907K | – | 434 |
|
|
2021
Q4 | $907K | Sell |
16,051
-282
| -2% | -$15.3K | 0.05% | 348 |
|
|
2021
Q3 | $834K | Sell |
16,333
-17
| -0.1% | -$907 | 0.06% | 321 |
|
|
2021
Q2 | $842K | Sell |
16,350
-1,046
| -6% | -$53K | 0.06% | 341 |
|
|
2021
Q1 | $869K | Sell |
17,396
-159
| -0.9% | -$7.26K | 0.03% | 454 |
|
|
2020
Q4 | $781K | Buy |
17,555
+148
| +0.9% | +$6.25K | 0.03% | 385 |
|
|
2020
Q3 | $688K | Buy |
17,407
+993
| +6% | +$39.7K | 0.03% | 384 |
|
|
2020
Q2 | $641K | Buy |
16,414
+166
| +1% | +$6.34K | 0.04% | 384 |
|
|
2020
Q1 | $585K | Sell |
16,248
-304
| -2% | -$14.4K | 0.04% | 358 |
|
|
2019
Q4 | $853K | Buy |
16,552
+1,772
| +12% | +$92.2K | 0.07% | 309 |
|
|
2019
Q3 | $766K | Buy |
+14,780
| New | +$751K | 0.06% | 303 |
|
Other funds holding RWO
HNB
GT
QC
