Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8K | Buy |
291
+1
| +0.3% | +$44 | ﹤0.01% | 3102 |
|
|
2025
Q1 | $12.7K | Sell |
290
-1,379
| -83% | -$60.2K | ﹤0.01% | 2992 |
|
|
2024
Q4 | $71.6K | Buy |
1,669
+260
| +18% | +$11.1K | ﹤0.01% | 2153 |
|
|
2024
Q3 | $67K | Buy |
1,409
+12
| +0.9% | +$570 | ﹤0.01% | 2085 |
|
|
2024
Q2 | $58K | Buy |
1,397
+14
| +1% | +$582 | ﹤0.01% | 2036 |
|
|
2024
Q1 | $59.2K | Sell |
1,383
-3,163
| -70% | -$135K | ﹤0.01% | 2021 |
|
|
2023
Q4 | $199K | Sell |
4,546
-247
| -5% | -$10.8K | ﹤0.01% | 1379 |
|
|
2023
Q3 | $183K | Sell |
4,793
-122
| -2% | -$4.66K | ﹤0.01% | 1326 |
|
|
2023
Q2 | $202K | Sell |
4,915
-1,604
| -25% | -$65.9K | ﹤0.01% | 1287 |
|
|
2023
Q1 | $268K | Sell |
6,519
-928
| -12% | -$38.2K | ﹤0.01% | 1155 |
|
|
2022
Q4 | $305K | Buy |
7,447
+62
| +0.8% | +$2.54K | 0.01% | 1072 |
|
|
2022
Q3 | $286K | Buy |
7,385
+112
| +2% | +$4.34K | 0.01% | 1048 |
|
|
2022
Q2 | $321K | Sell |
7,273
-196
| -3% | -$8.65K | 0.01% | 1009 |
|
|
2022
Q1 | $403K | Sell |
7,469
-782
| -9% | -$42.2K | 0.01% | 1008 |
|
|
2021
Q4 | $466K | Sell |
8,251
-96
| -1% | -$5.42K | 0.01% | 961 |
|
|
2021
Q3 | $426K | Buy |
8,347
+446
| +6% | +$22.8K | 0.01% | 961 |
|
|
2021
Q2 | $407K | Sell |
7,901
-829
| -9% | -$42.7K | 0.01% | 1017 |
|
|
2021
Q1 | $412K | Buy |
8,730
+2,537
| +41% | +$120K | 0.01% | 961 |
|
|
2020
Q4 | $275K | Sell |
6,193
-2,002
| -24% | -$88.9K | 0.01% | 947 |
|
|
2020
Q3 | $324K | Sell |
8,195
-1,778
| -18% | -$70.3K | 0.01% | 794 |
|
|
2020
Q2 | $389K | Sell |
9,973
-1,800
| -15% | -$70.2K | 0.01% | 697 |
|
|
2020
Q1 | $423K | Sell |
11,773
-84
| -0.7% | -$3.02K | 0.02% | 601 |
|
|
2019
Q4 | $610K | Sell |
11,857
-482
| -4% | -$24.8K | 0.02% | 577 |
|
|
2019
Q3 | $639K | Sell |
12,339
-848
| -6% | -$43.9K | 0.02% | 519 |
|
|
2019
Q2 | $658K | Sell |
13,187
-597
| -4% | -$29.8K | 0.02% | 491 |
|
|
2019
Q1 | $689K | Sell |
13,784
-14,706
| -52% | -$735K | 0.03% | 436 |
|
|
2018
Q4 | $1.26M | Buy |
28,490
+24,040
| +540% | +$1.06M | 0.06% | 295 |
|
|
2018
Q3 | $212K | Sell |
4,450
-25
| -0.6% | -$1.19K | 0.01% | 702 |
|
|
2018
Q2 | $215K | Sell |
4,475
-5,728
| -56% | -$275K | 0.01% | 641 |
|
|
2018
Q1 | $472K | Sell |
10,203
-12,092
| -54% | -$559K | 0.03% | 437 |
|
|
2017
Q4 | $1.09M | Sell |
22,295
-7,453
| -25% | -$364K | 0.08% | 221 |
|
|
2017
Q3 | $1.42M | Sell |
29,748
-3,061
| -9% | -$146K | 0.14% | 147 |
|
|
2017
Q2 | $1.56M | Buy |
32,809
+26,978
| +463% | +$1.29M | 0.18% | 130 |
|
|
2017
Q1 | $274K | Buy |
5,831
+2,002
| +52% | +$94.1K | 0.04% | 287 |
|
|
2016
Q4 | $179K | Buy |
+3,829
| New | +$179K | 0.08% | 194 |
|