TCPWM
Traverso Chambers Private Wealth Management’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 |
-9,273
| Closed | -$360K | – | 113 |
|
|
2019
Q4 | $360K | Hold |
9,273
| – | – | 0.15% | 69 |
|
|
2019
Q3 | $366K | Hold |
9,273
| – | – | 0.17% | 65 |
|
|
2019
Q2 | $362K | Hold |
9,273
| – | – | 0.18% | 67 |
|
|
2019
Q1 | $364K | Hold |
9,273
| – | – | 0.18% | 67 |
|
|
2018
Q4 | $328K | Buy |
+9,273
| New | +$328K | 0.18% | 68 |
|