Sowell Financial Services’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
Q4 | – | Sell |
-10,056
| Closed | -$478K | – | 585 |
|
|
2024
Q3 | $478K | Buy |
10,056
+33
| +0.3% | +$1.57K | 0.02% | 447 |
|
|
2024
Q2 | $416K | Sell |
10,023
-244
| -2% | -$10.1K | 0.02% | 456 |
|
|
2024
Q1 | $440K | Buy |
+10,267
| New | +$440K | 0.02% | 469 |
|
|
2023
Q4 | – | Sell |
-22,166
| Closed | -$847K | – | 569 |
|
|
2023
Q3 | $847K | Buy |
22,166
+1,923
| +9% | +$73.5K | 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% | -$61.4K | 0.05% | 373 |
|
|
2022
Q4 | $740K | Buy |
18,100
+148
| +0.8% | +$6.05K | 0.05% | 367 |
|
|
2022
Q3 | $695K | Buy |
+17,952
| New | +$695K | 0.07% | 277 |
|
|
2022
Q1 | – | Sell |
-16,051
| Closed | -$907K | – | 434 |
|
|
2021
Q4 | $907K | Sell |
16,051
-282
| -2% | -$15.9K | 0.05% | 348 |
|
|
2021
Q3 | $834K | Sell |
16,333
-17
| -0.1% | -$868 | 0.06% | 321 |
|
|
2021
Q2 | $842K | Sell |
16,350
-1,046
| -6% | -$53.9K | 0.06% | 341 |
|
|
2021
Q1 | $869K | Sell |
17,396
-159
| -0.9% | -$7.94K | 0.03% | 454 |
|
|
2020
Q4 | $781K | Buy |
17,555
+148
| +0.9% | +$6.58K | 0.03% | 385 |
|
|
2020
Q3 | $688K | Buy |
17,407
+993
| +6% | +$39.2K | 0.03% | 384 |
|
|
2020
Q2 | $641K | Buy |
16,414
+166
| +1% | +$6.48K | 0.04% | 384 |
|
|
2020
Q1 | $585K | Sell |
16,248
-304
| -2% | -$10.9K | 0.04% | 358 |
|
|
2019
Q4 | $853K | Buy |
16,552
+1,772
| +12% | +$91.3K | 0.07% | 309 |
|
|
2019
Q3 | $766K | Buy |
+14,780
| New | +$766K | 0.06% | 303 |
|