Stamos Capital Partners’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-46,970
| Closed | -$1.67M | – | 60 |
|
|
2021
Q3 | $1.67M | Buy |
46,970
+350
| +0.8% | +$12.4K | 0.93% | 33 |
|
|
2021
Q2 | $1.71M | Buy |
46,620
+2,720
| +6% | +$99.9K | 0.9% | 37 |
|
|
2021
Q1 | $1.51M | Hold |
43,900
| – | – | 0.76% | 36 |
|
|
2020
Q4 | $1.5M | Buy |
43,900
+30,400
| +225% | +$1.04M | 0.64% | 39 |
|
|
2020
Q3 | $401K | Buy |
+13,500
| New | +$401K | 0.15% | 57 |
|