TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $935K | Sell |
23,962
-1,508
| -6% | -$58.8K | 0.39% | 44 |
|
|
2020
Q1 | $917K | Buy |
25,470
+9,085
| +55% | +$327K | 0.45% | 41 |
|
|
2019
Q4 | $844K | Buy |
16,385
+305
| +2% | +$15.7K | 0.34% | 44 |
|
|
2019
Q3 | $834K | Buy |
16,080
+40
| +0.2% | +$2.08K | 0.36% | 43 |
|
|
2019
Q2 | $800K | Sell |
16,040
-230
| -1% | -$11.5K | 0.36% | 41 |
|
|
2019
Q1 | $814K | Buy |
16,270
+685
| +4% | +$34.3K | 0.38% | 39 |
|
|
2018
Q4 | $690K | Buy |
15,585
+5,005
| +47% | +$222K | 0.35% | 43 |
|
|
2018
Q3 | $503K | Sell |
10,580
-2,656
| -20% | -$126K | 0.23% | 68 |
|
|
2018
Q2 | $637K | Sell |
13,236
-1,585
| -11% | -$76.3K | 0.3% | 51 |
|
|
2018
Q1 | $686K | Buy |
14,821
+2,049
| +16% | +$94.8K | 0.35% | 41 |
|
|
2017
Q4 | $624K | Buy |
+12,772
| New | +$624K | 0.29% | 57 |
|