WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-205
| Closed | -$8.42K | – | 986 |
|
|
2023
Q2 | $8.42K | Hold |
205
| – | – | ﹤0.01% | 824 |
|
|
2023
Q1 | $8.44K | Buy |
+205
| New | +$8.44K | ﹤0.01% | 903 |
|
|
2016
Q3 | $76.4K | Sell |
1,576
-4,192
| -73% | -$203K | 0.02% | 267 |
|
|
2016
Q2 | $59.2K | Buy |
+5,768
| New | +$59.2K | 0.01% | 834 |
|
|
2015
Q4 | $3.3M | Buy |
+213,803
| New | +$3.3M | 0.54% | 39 |
|
|
2015
Q2 | $3.21M | Buy |
70,078
+12,432
| +22% | +$570K | 1.4% | 12 |
|
|
2015
Q1 | $2.76M | Buy |
+57,646
| New | +$2.76M | 1.29% | 15 |
|