TCI Wealth Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,025
| Closed | -$40K | – | 1720 |
|
|
2019
Q4 | $40K | Hold |
1,025
| – | – | 0.02% | 425 |
|
|
2019
Q3 | $41K | Hold |
1,025
| – | – | 0.02% | 360 |
|
|
2019
Q2 | $40K | Hold |
1,025
| – | – | 0.02% | 353 |
|
|
2019
Q1 | $40K | Sell |
1,025
-52
| -5% | -$1.98K | 0.02% | 378 |
|
|
2018
Q4 | $38K | Hold |
1,077
| – | – | 0.02% | 362 |
|
|
2018
Q3 | $41K | Hold |
1,077
| – | – | 0.02% | 370 |
|
|
2018
Q2 | $42K | Hold |
1,077
| – | – | 0.02% | 353 |
|
|
2018
Q1 | $43K | Hold |
1,077
| – | – | 0.02% | 354 |
|
|
2017
Q4 | $44K | Sell |
1,077
-187
| -15% | -$7.3K | 0.02% | 362 |
|
|
2017
Q3 | $49K | Sell |
1,264
-37
| -3% | -$1.43K | 0.02% | 317 |
|
|
2017
Q2 | $50K | Buy |
1,301
+1,201
| +1,201% | +$46.4K | 0.03% | 304 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 783 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 844 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 799 |
|
|
2016
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 788 |
|
|
2016
Q1 | $4K | Buy |
+100
| New | +$3.85K | ﹤0.01% | 783 |
|
|
2015
Q3 | – | Sell |
-173
| Closed | -$7K | – | 1008 |
|
|
2015
Q2 | $7K | Buy |
+173
| New | +$7.6K | ﹤0.01% | 589 |
|
|
2015
Q1 | – | Sell |
-70
| Closed | -$3K | – | 945 |
|
|
2014
Q4 | $3K | Sell |
70
-1,930
| -97% | -$80.9K | ﹤0.01% | 676 |
|
|
2014
Q3 | $83K | Hold |
2,000
| – | – | 0.05% | 189 |
|
|
2014
Q2 | $88K | Hold |
2,000
| – | – | 0.05% | 188 |
|
|
2014
Q1 | $82K | Hold |
2,000
| – | – | 0.05% | 187 |
|
|
2013
Q4 | $82K | Sell |
2,000
-800
| -29% | -$33.7K | 0.05% | 184 |
|
|
2013
Q3 | $118K | Buy |
2,800
+2,000
| +250% | +$81.6K | 0.09% | 139 |
|
|
2013
Q2 | $32K | Buy |
+800
| New | +$34.6K | 0.02% | 256 |
|
Other funds holding RWX
MFM
