Strategic Family Wealth Counselors’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 |
-6,967
| Closed | -$331K | – | 144 |
|
|
2024
Q3 | $331K | Sell |
6,967
-537
| -7% | -$25.5K | 0.12% | 96 |
|
|
2024
Q2 | $312K | Sell |
7,504
-343
| -4% | -$14.2K | 0.12% | 90 |
|
|
2024
Q1 | $336K | Buy |
7,847
+663
| +9% | +$28.4K | 0.13% | 83 |
|
|
2023
Q4 | $314K | Buy |
+7,184
| New | +$314K | 0.13% | 84 |
|
|
2022
Q3 | – | Sell |
-4,712
| Closed | -$208K | – | 95 |
|
|
2022
Q2 | $208K | Buy |
+4,712
| New | +$208K | 0.1% | 89 |
|
|
2021
Q2 | – | Sell |
-7,215
| Closed | -$341K | – | 85 |
|
|
2021
Q1 | $341K | Sell |
7,215
-2,402
| -25% | -$114K | 0.13% | 59 |
|
|
2020
Q4 | $428K | Sell |
9,617
-4,357
| -31% | -$194K | 0.22% | 53 |
|
|
2020
Q3 | $552K | Sell |
13,974
-12,360
| -47% | -$488K | 0.31% | 41 |
|
|
2020
Q2 | $1.03M | Sell |
26,334
-10,049
| -28% | -$392K | 0.65% | 31 |
|
|
2020
Q1 | $1.31M | Buy |
36,383
+269
| +0.7% | +$9.69K | 0.98% | 24 |
|
|
2019
Q4 | $1.86M | Buy |
36,114
+1,164
| +3% | +$60K | 1.5% | 19 |
|
|
2019
Q3 | $1.81M | Buy |
34,950
+2,785
| +9% | +$144K | 1.37% | 19 |
|
|
2019
Q2 | $1.61M | Buy |
32,165
+3,016
| +10% | +$150K | 1.24% | 20 |
|
|
2019
Q1 | $1.46M | Buy |
29,149
+5,101
| +21% | +$255K | 1.18% | 21 |
|
|
2018
Q4 | $1.06M | Buy |
+24,048
| New | +$1.06M | 1.2% | 23 |
|