Sugarloaf Wealth Management’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 | $2.11K | Hold |
49
| – | – | ﹤0.01% | 627 |
|
|
2024
Q3 | $2.31K | Buy |
49
+1
| +2% | +$47 | ﹤0.01% | 612 |
|
|
2024
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 588 |
|
|
2024
Q1 | $2.05K | Buy |
48
+1
| +2% | +$43 | ﹤0.01% | 591 |
|
|
2023
Q4 | $2.08K | Hold |
47
| – | – | ﹤0.01% | 599 |
|
|
2023
Q3 | $1.79K | Hold |
47
| – | – | ﹤0.01% | 606 |
|
|
2023
Q2 | $1.91K | Buy |
47
+1
| +2% | +$41 | ﹤0.01% | 618 |
|
|
2023
Q1 | $1.9K | Hold |
46
| – | – | ﹤0.01% | 616 |
|
|
2022
Q4 | $1.87K | Hold |
46
| – | – | ﹤0.01% | 678 |
|
|
2022
Q3 | $2K | Buy |
46
+1
| +2% | +$43 | ﹤0.01% | 715 |
|
|
2022
Q2 | $2K | Buy |
45
+1
| +2% | +$44 | ﹤0.01% | 698 |
|
|
2022
Q1 | $2K | Sell |
44
-1
| -2% | -$45 | ﹤0.01% | 647 |
|
|
2021
Q4 | $2K | Buy |
45
+1
| +2% | +$44 | ﹤0.01% | 681 |
|
|
2021
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 684 |
|
|
2021
Q2 | $2K | Buy |
44
+1
| +2% | +$45 | ﹤0.01% | 680 |
|
|
2021
Q1 | $2 | Hold |
43
| – | – | ﹤0.01% | 683 |
|
|
2020
Q4 | $2K | Buy |
43
+1
| +2% | +$47 | ﹤0.01% | 646 |
|
|
2020
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 621 |
|
|
2020
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 615 |
|
|
2020
Q1 | $2K | Buy |
42
+1
| +2% | +$48 | ﹤0.01% | 610 |
|
|
2019
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 645 |
|