Strategic Wealth Partners’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 | $6.89K | Buy |
+156
| New | +$6.89K | ﹤0.01% | 850 |
|
|
2020
Q2 | – | Sell |
-18,850
| Closed | -$971K | – | 161 |
|
|
2020
Q1 | $971K | Hold |
18,850
| – | – | 0.51% | 60 |
|
|
2019
Q4 | $971K | Buy |
18,850
+4,702
| +33% | +$242K | 0.51% | 59 |
|
|
2019
Q3 | $728 | Buy |
14,148
+605
| +4% | +$31 | ﹤0.01% | 215 |
|
|
2019
Q2 | $675K | Buy |
13,543
+5,195
| +62% | +$259K | 0.33% | 81 |
|
|
2019
Q1 | $419K | Buy |
8,348
+3,872
| +87% | +$194K | 0.19% | 106 |
|
|
2018
Q4 | $211K | Buy |
4,476
+365
| +9% | +$17.2K | 0.11% | 129 |
|
|
2018
Q3 | $196K | Sell |
4,111
-306
| -7% | -$14.6K | 0.1% | 130 |
|
|
2018
Q2 | $213K | Buy |
4,417
+2,016
| +84% | +$97.2K | 0.12% | 131 |
|
|
2018
Q1 | $111K | Sell |
2,401
-612
| -20% | -$28.3K | 0.06% | 182 |
|
|
2017
Q4 | $147K | Buy |
+3,013
| New | +$147K | 0.08% | 158 |
|