Valeo Financial Advisors’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,892
| Closed | -$53K | – | 2064 |
|
|
2020
Q1 | $53K | Hold |
1,892
| – | – | 0.01% | 568 |
|
|
2019
Q4 | $73K | Hold |
1,892
| – | – | 0.01% | 522 |
|
|
2019
Q3 | $75K | Hold |
1,892
| – | – | 0.01% | 495 |
|
|
2019
Q2 | $73K | Buy |
+1,892
| New | +$73K | 0.01% | 503 |
|
|
2018
Q3 | – | Sell |
-535
| Closed | -$21K | – | 1841 |
|
|
2018
Q2 | $21K | Buy |
+535
| New | +$21K | ﹤0.01% | 747 |
|