Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,623
| Closed | -$377K | – | 830 |
|
|
2023
Q4 | $377K | Sell |
8,623
-2,295
| -21% | -$100K | 0.02% | 545 |
|
|
2023
Q3 | $417K | Sell |
10,918
-2,475
| -18% | -$94.5K | 0.02% | 474 |
|
|
2023
Q2 | $550K | Sell |
13,393
-295
| -2% | -$12.1K | 0.02% | 424 |
|
|
2023
Q1 | $563K | Buy |
13,688
+214
| +2% | +$8.81K | 0.02% | 423 |
|
|
2022
Q4 | $551K | Buy |
+13,474
| New | +$551K | 0.03% | 400 |
|
|
2021
Q2 | – | Sell |
-70
| Closed | -$3K | – | 1610 |
|
|
2021
Q1 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 1804 |
|
|
2020
Q2 | – | Sell |
-70
| Closed | -$3K | – | 1146 |
|
|
2020
Q1 | $3K | Buy |
70
+14
| +25% | +$600 | ﹤0.01% | 1250 |
|
|
2019
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 1212 |
|
|
2019
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 1168 |
|
|
2019
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 1154 |
|
|
2019
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 1060 |
|
|
2018
Q4 | $2K | Sell |
56
-284
| -84% | -$10.1K | ﹤0.01% | 1093 |
|
|
2018
Q3 | $16K | Buy |
340
+3
| +0.9% | +$141 | ﹤0.01% | 740 |
|
|
2018
Q2 | $16K | Buy |
337
+3
| +0.9% | +$142 | ﹤0.01% | 726 |
|
|
2018
Q1 | $15K | Buy |
334
+1
| +0.3% | +$45 | ﹤0.01% | 649 |
|
|
2017
Q4 | $16K | Buy |
333
+288
| +640% | +$13.8K | ﹤0.01% | 579 |
|
|
2017
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 780 |
|
|
2017
Q1 | – | Sell |
-288
| Closed | -$13K | – | 135 |
|
|
2016
Q4 | $13K | Buy |
288
+196
| +213% | +$8.85K | 0.01% | 76 |
|
|
2016
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 72 |
|
|
2016
Q2 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 91 |
|