Verus Financial Partners’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
Q4 | – | Sell |
-47,061
| Closed | -$1.86M | – | 167 |
|
|
2020
Q3 | $1.86M | Buy |
+47,061
| New | +$1.86M | 0.68% | 24 |
|
|
2014
Q3 | – | Sell |
-5,316
| Closed | -$248K | – | 47 |
|
|
2014
Q2 | $248K | Sell |
5,316
-20,382
| -79% | -$951K | 0.14% | 35 |
|
|
2014
Q1 | $1.12M | Sell |
25,698
-36,831
| -59% | -$1.61M | 0.62% | 15 |
|
|
2013
Q4 | $2.6M | Sell |
62,529
-12,107
| -16% | -$503K | 1.35% | 12 |
|
|
2013
Q3 | $3.16M | Buy |
74,636
+6,088
| +9% | +$258K | 1.72% | 10 |
|
|
2013
Q2 | $2.89M | Buy |
+68,548
| New | +$2.89M | 1.64% | 11 |
|