Wealthcare Advisory Partners’s State Street 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
2024
Q1
Sell
-8,623
Closed -$377K 830
2023
Q4
$377K Sell
8,623
-2,295
-21% -$90.6K 0.02% 545
2023
Q3
$417K Sell
10,918
-2,475
-18% -$102K 0.02% 474
2023
Q2
$550K Sell
13,393
-295
-2% -$12.1K 0.02% 424
2023
Q1
$563K Buy
13,688
+214
+2% +$9.09K 0.02% 423
2022
Q4
$551K Buy
+13,474
New +$546K 0.03% 400
2021
Q2
Sell
-70
Closed -$3K 1610
2021
Q1
$3K Buy
+70
New +$3.2K ﹤0.01% 1804
2020
Q2
Sell
-70
Closed -$3K 1146
2020
Q1
$3K Buy
70
+14
+25% +$665 ﹤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% -$13.1K ﹤0.01% 1093
2018
Q3
$16K Buy
340
+3
+0.9% +$145 ﹤0.01% 740
2018
Q2
$16K Buy
337
+3
+0.9% +$141 ﹤0.01% 726
2018
Q1
$15K Buy
334
+1
+0.3% +$47 ﹤0.01% 649
2017
Q4
$16K Buy
333
+288
+640% +$13.9K ﹤0.01% 579
2017
Q3
$2K Buy
+45
New +$2.16K ﹤0.01% 780
2017
Q1
Sell
-288
Closed -$13K 135
2016
Q4
$13K Buy
288
+196
+213% +$9.1K 0.01% 76
2016
Q3
$5K Hold
92
﹤0.01% 72
2016
Q2
$5K Buy
+92
New +$4.51K ﹤0.01% 91

Other funds holding RWO