TWA
TCI Wealth Advisors’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,025
| Closed | -$40K | – | 1707 |
|
2019
Q4 | $40K | Hold |
1,025
| – | – | 0.02% | 421 |
|
2019
Q3 | $41K | Hold |
1,025
| – | – | 0.02% | 356 |
|
2019
Q2 | $40K | Hold |
1,025
| – | – | 0.02% | 349 |
|
2019
Q1 | $40K | Sell |
1,025
-52
| -5% | -$2.03K | 0.02% | 372 |
|
2018
Q4 | $38K | Hold |
1,077
| – | – | 0.02% | 354 |
|
2018
Q3 | $41K | Hold |
1,077
| – | – | 0.02% | 360 |
|
2018
Q2 | $42K | Hold |
1,077
| – | – | 0.02% | 353 |
|
2018
Q1 | $43K | Hold |
1,077
| – | – | 0.02% | 351 |
|
2017
Q4 | $44K | Sell |
1,077
-187
| -15% | -$7.64K | 0.02% | 362 |
|
2017
Q3 | $49K | Sell |
1,264
-37
| -3% | -$1.43K | 0.02% | 316 |
|
2017
Q2 | $50K | Buy |
1,301
+1,201
| +1,201% | +$46.2K | 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 | +$4K | ﹤0.01% | 783 |
|
2015
Q3 | – | Sell |
-173
| Closed | -$7K | – | 1008 |
|
2015
Q2 | $7K | Buy |
+173
| New | +$7K | ﹤0.01% | 589 |
|
2015
Q1 | – | Sell |
-70
| Closed | -$3K | – | 942 |
|
2014
Q4 | $3K | Sell |
70
-1,930
| -97% | -$82.7K | ﹤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% | -$32.8K | 0.05% | 184 |
|
2013
Q3 | $118K | Buy |
2,800
+2,000
| +250% | +$84.3K | 0.09% | 139 |
|
2013
Q2 | $32K | Buy |
+800
| New | +$32K | 0.02% | 255 |
|