Total Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
26,695
-2,620
| -9% | -$116K | 0.15% | 56 |
|
|
2025
Q1 | $1.28M | Sell |
29,315
-3,879
| -12% | -$169K | 0.2% | 45 |
|
|
2024
Q4 | $1.42M | Sell |
33,194
-710
| -2% | -$30.5K | 0.22% | 46 |
|
|
2024
Q3 | $1.61M | Sell |
33,904
-3,402
| -9% | -$162K | 0.25% | 42 |
|
|
2024
Q2 | $1.64M | Sell |
37,306
-834
| -2% | -$36.6K | 0.27% | 42 |
|
|
2024
Q1 | $1.63M | Sell |
38,140
-288
| -0.7% | -$12.3K | 0.28% | 42 |
|
|
2023
Q4 | $1.68M | Sell |
38,428
-2,359
| -6% | -$103K | 0.3% | 41 |
|
|
2023
Q3 | $1.56M | Sell |
40,787
-1,162
| -3% | -$44.4K | 0.32% | 42 |
|
|
2023
Q2 | $1.72M | Sell |
41,949
-549
| -1% | -$22.5K | 0.36% | 40 |
|
|
2023
Q1 | $1.75M | Buy |
42,498
+2,712
| +7% | +$112K | 0.39% | 38 |
|
|
2022
Q4 | $1.63M | Buy |
+39,786
| New | +$1.63M | 0.4% | 39 |
|