Waldron Private Wealth’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.43M | Sell |
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|
2025
Q1 | $5.56M | Sell |
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|
2024
Q4 | $8.2M | Sell |
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|
2024
Q3 | $9.26M | Sell |
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|
2024
Q2 | $8.23M | Sell |
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|
2024
Q1 | $8.63M | Sell |
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|
2023
Q4 | $9.69M | Sell |
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|
2023
Q3 | $8.87M | Sell |
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|
2023
Q2 | $9.7M | Sell |
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|
2023
Q1 | $10.1M | Buy |
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|
2022
Q4 | $8.52M | Hold |
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|
2022
Q3 | $8.52M | Sell |
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|
2022
Q2 | $10.2M | Sell |
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|
2022
Q1 | $12.9M | Sell |
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|
2021
Q4 | $14.2M | Sell |
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|
2021
Q3 | $13M | Sell |
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|
2021
Q2 | $13.5M | Sell |
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|
2021
Q1 | $13M | Buy |
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|
2020
Q4 | $12.2M | Sell |
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|
2020
Q3 | $12M | Sell |
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|
2020
Q2 | $24.6M | Sell |
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|
2020
Q1 | $23.9M | Buy |
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|
2019
Q4 | $20M | Buy |
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|
2019
Q3 | $18.4M | Buy |
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|
2019
Q2 | $13.6M | Buy |
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|
2019
Q1 | $11.8M | Buy |
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|
2018
Q4 | $9.59M | Buy |
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|
2018
Q3 | $1.65M | Sell |
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|
2018
Q2 | $1.99M | Buy |
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|
2018
Q1 | $1.91M | Sell |
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|
2017
Q4 | $2.12M | Buy |
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|
2017
Q3 | $926K | Buy |
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|
2017
Q2 | $925K | Buy |
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|
2017
Q1 | $905K | Sell |
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|
2016
Q4 | $1.33M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $556K | Hold |
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|
2015
Q1 | $604K | Hold |
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|
2014
Q4 | $580K | Buy |
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