The Family Firm’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,912
| Closed | -$205K | – | 113 |
|
|
2016
Q3 | $205K | Hold |
4,912
| – | – | 0.1% | 112 |
|
|
2016
Q2 | $204K | Hold |
4,912
| – | – | 0.1% | 108 |
|
|
2016
Q1 | $204K | Buy |
+4,912
| New | +$204K | 0.1% | 104 |
|
|
2015
Q3 | – | Sell |
-4,912
| Closed | -$206K | – | 110 |
|
|
2015
Q2 | $206K | Sell |
4,912
-300
| -6% | -$12.6K | 0.11% | 104 |
|
|
2015
Q1 | $226K | Buy |
5,212
+300
| +6% | +$13K | 0.12% | 97 |
|
|
2014
Q4 | $204K | Buy |
+4,912
| New | +$204K | 0.11% | 104 |
|