Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,207
| Closed | -$216K | – | 712 |
|
|
2024
Q2 | $216K | Hold |
5,207
| – | – | 0.01% | 593 |
|
|
2024
Q1 | $211K | Hold |
5,207
| – | – | 0.01% | 596 |
|
|
2023
Q4 | $228K | Buy |
+5,207
| New | +$228K | 0.01% | 565 |
|
|
2020
Q1 | – | Sell |
-27
| Closed | -$1K | – | 1841 |
|
|
2019
Q4 | $1K | Buy |
27
+3
| +13% | +$111 | ﹤0.01% | 1548 |
|
|
2019
Q3 | $1K | Sell |
24
-1,122
| -98% | -$46.8K | ﹤0.01% | 1468 |
|
|
2019
Q2 | $57K | Sell |
1,146
-482
| -30% | -$24K | 0.01% | 558 |
|
|
2019
Q1 | $81K | Buy |
1,628
+8
| +0.5% | +$398 | 0.01% | 449 |
|
|
2018
Q4 | $72K | Sell |
1,620
-820
| -34% | -$36.4K | 0.01% | 432 |
|
|
2018
Q3 | $112K | Buy |
2,440
+300
| +14% | +$13.8K | 0.02% | 380 |
|
|
2018
Q2 | $102K | Buy |
+2,140
| New | +$102K | 0.01% | 393 |
|