Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,432
| Closed | -$53K | – | 792 |
|
|
2021
Q2 | $53K | Hold |
1,432
| – | – | 0.01% | 259 |
|
|
2021
Q1 | $49 | Sell |
1,432
-199
| -12% | -$7 | 0.01% | 271 |
|
|
2020
Q4 | $56K | Buy |
1,631
+2
| +0.1% | +$69 | 0.02% | 241 |
|
|
2020
Q3 | $48K | Buy |
1,629
+47
| +3% | +$1.39K | 0.02% | 242 |
|
|
2020
Q2 | $46K | Sell |
1,582
-52
| -3% | -$1.51K | 0.02% | 249 |
|
|
2020
Q1 | $44K | Sell |
1,634
-110
| -6% | -$2.96K | 0.02% | 237 |
|
|
2019
Q4 | $68K | Buy |
+1,744
| New | +$68K | 0.03% | 221 |
|