TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-168
| Closed | -$6.92K | – | 1835 |
|
|
2023
Q1 | $6.92K | Hold |
168
| – | – | ﹤0.01% | 1311 |
|
|
2022
Q4 | $6.87K | Hold |
168
| – | – | ﹤0.01% | 1322 |
|
|
2022
Q3 | $6K | Hold |
168
| – | – | ﹤0.01% | 1370 |
|
|
2022
Q2 | $7K | Hold |
168
| – | – | ﹤0.01% | 1277 |
|
|
2022
Q1 | $9K | Hold |
168
| – | – | ﹤0.01% | 1185 |
|
|
2021
Q4 | $9K | Sell |
168
-122
| -42% | -$6.54K | ﹤0.01% | 1277 |
|
|
2021
Q3 | $15K | Buy |
290
+122
| +73% | +$6.31K | ﹤0.01% | 817 |
|
|
2021
Q2 | $9K | Hold |
168
| – | – | ﹤0.01% | 1041 |
|
|
2021
Q1 | $8K | Hold |
168
| – | – | ﹤0.01% | 982 |
|
|
2020
Q4 | $7K | Hold |
168
| – | – | ﹤0.01% | 744 |
|
|
2020
Q3 | $7K | Hold |
168
| – | – | ﹤0.01% | 666 |
|
|
2020
Q2 | $7K | Sell |
168
-730
| -81% | -$30.4K | ﹤0.01% | 654 |
|
|
2020
Q1 | $32K | Hold |
898
| – | – | 0.02% | 372 |
|
|
2019
Q4 | $46K | Hold |
898
| – | – | 0.02% | 398 |
|
|
2019
Q3 | $47K | Buy |
898
+730
| +435% | +$38.2K | 0.02% | 341 |
|
|
2019
Q2 | $8K | Hold |
168
| – | – | ﹤0.01% | 673 |
|
|
2019
Q1 | $8K | Sell |
168
-32
| -16% | -$1.52K | ﹤0.01% | 675 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 648 |
|
|
2018
Q3 | $10K | Sell |
200
-42
| -17% | -$2.1K | ﹤0.01% | 627 |
|
|
2018
Q2 | $12K | Sell |
242
-38
| -14% | -$1.88K | 0.01% | 612 |
|
|
2018
Q1 | $13K | Hold |
280
| – | – | 0.01% | 569 |
|
|
2017
Q4 | $14K | Buy |
+280
| New | +$14K | 0.01% | 570 |
|