Walkner Condon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,846
| Closed | -$342K | – | 285 |
|
|
2025
Q1 | $342K | Sell |
7,846
-23,382
| -75% | -$1.02M | 0.07% | 188 |
|
|
2024
Q4 | $1.34M | Buy |
31,228
+2,422
| +8% | +$104K | 0.27% | 77 |
|
|
2024
Q3 | $1.37M | Buy |
+28,806
| New | +$1.37M | 0.28% | 77 |
|
|
2023
Q3 | – | Sell |
-5,096
| Closed | -$209K | – | 252 |
|
|
2023
Q2 | $209K | Buy |
+5,096
| New | +$209K | 0.06% | 227 |
|
|
2020
Q1 | – | Sell |
-5,670
| Closed | -$292K | – | 63 |
|
|
2019
Q4 | $292K | Buy |
+5,670
| New | +$292K | 0.28% | 50 |
|