UWM
USAdvisors Wealth Management’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
4,840
+71
| +1% | +$3.13K | 0.08% | 122 |
|
|
2025
Q1 | $208K | Sell |
4,769
-1,823
| -28% | -$79.5K | 0.07% | 131 |
|
|
2024
Q4 | $282K | Sell |
6,592
-149
| -2% | -$6.37K | 0.09% | 108 |
|
|
2024
Q3 | $320K | Sell |
6,741
-1,568
| -19% | -$74.4K | 0.11% | 97 |
|
|
2024
Q2 | $345K | Buy |
8,309
+137
| +2% | +$5.69K | 0.12% | 92 |
|
|
2024
Q1 | $347K | Sell |
8,172
-701
| -8% | -$29.8K | 0.13% | 105 |
|
|
2023
Q4 | $387K | Sell |
8,873
-16,258
| -65% | -$709K | 0.16% | 90 |
|
|
2023
Q3 | $960K | Sell |
25,131
-227
| -0.9% | -$8.67K | 0.43% | 57 |
|
|
2023
Q2 | $1.05M | Buy |
25,358
+818
| +3% | +$34K | 0.5% | 54 |
|
|
2023
Q1 | $1.01M | Buy |
24,540
+9,418
| +62% | +$388K | 0.48% | 55 |
|
|
2022
Q4 | $618K | Buy |
15,122
+219
| +1% | +$8.95K | 0.3% | 71 |
|
|
2022
Q3 | $577K | Buy |
14,903
+55
| +0.4% | +$2.13K | 0.3% | 71 |
|
|
2022
Q2 | $655K | Buy |
14,848
+360
| +2% | +$15.9K | 0.33% | 67 |
|
|
2022
Q1 | $782K | Sell |
14,488
-150
| -1% | -$8.1K | 0.33% | 72 |
|
|
2021
Q4 | $828K | Buy |
14,638
+1,461
| +11% | +$82.6K | 0.34% | 65 |
|
|
2021
Q3 | $673K | Buy |
13,177
+1,329
| +11% | +$67.9K | 0.29% | 70 |
|
|
2021
Q2 | $610K | Buy |
11,848
+1,662
| +16% | +$85.6K | 0.33% | 64 |
|
|
2021
Q1 | $482K | Buy |
10,186
+13
| +0.1% | +$615 | 0.23% | 73 |
|
|
2020
Q4 | $452K | Buy |
+10,173
| New | +$452K | 0.22% | 63 |
|
|
2018
Q4 | – | Sell |
-107,867
| Closed | -$5.13M | – | 66 |
|
|
2018
Q3 | $5.13M | Buy |
107,867
+2,011
| +2% | +$95.7K | 3.68% | 13 |
|
|
2018
Q2 | $5.09M | Buy |
105,856
+2,053
| +2% | +$98.8K | 3.85% | 12 |
|
|
2018
Q1 | $4.8M | Buy |
103,803
+10,247
| +11% | +$474K | 3.81% | 13 |
|
|
2017
Q4 | $4.57M | Buy |
+93,556
| New | +$4.57M | 3.91% | 12 |
|