Strategic Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-6,759
| Closed | -$265 | – | 421 |
|
2019
Q3 | $265 | Sell |
6,759
-1,056
| -14% | -$41 | ﹤0.01% | 238 |
|
2019
Q2 | $302K | Sell |
7,815
-9,405
| -55% | -$363K | 0.15% | 111 |
|
2019
Q1 | $678K | Sell |
17,220
-7,517
| -30% | -$296K | 0.31% | 88 |
|
2018
Q4 | $940K | Sell |
24,737
-2,710
| -10% | -$103K | 0.47% | 69 |
|
2018
Q3 | $1.05M | Buy |
27,447
+1,720
| +7% | +$65.8K | 0.56% | 64 |
|
2018
Q2 | $1.01M | Buy |
25,727
+3,506
| +16% | +$137K | 0.58% | 52 |
|
2018
Q1 | $889K | Buy |
22,221
+7,692
| +53% | +$308K | 0.46% | 77 |
|
2017
Q4 | $562K | Buy |
+14,529
| New | +$562K | 0.31% | 106 |
|