WAM
Wealthspire Advisors (Maryland)’s SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $236K | Sell |
5,965
-2,516
| -30% | -$99.5K | 0.01% | 407 |
|
|
2020
Q2 | $331K | Sell |
8,481
-17,835
| -68% | -$696K | 0.02% | 321 |
|
|
2020
Q1 | $947K | Sell |
26,316
-60,931
| -70% | -$2.19M | 0.08% | 139 |
|
|
2019
Q4 | $4.5M | Sell |
87,247
-119,867
| -58% | -$6.18M | 0.3% | 57 |
|
|
2019
Q3 | $10.7M | Buy |
207,114
+3,248
| +2% | +$168K | 0.79% | 26 |
|
|
2019
Q2 | $10.2M | Buy |
203,866
+8,257
| +4% | +$412K | 0.76% | 25 |
|
|
2019
Q1 | $9.79M | Buy |
195,609
+6,917
| +4% | +$346K | 0.74% | 26 |
|
|
2018
Q4 | $8.35M | Buy |
188,692
+17,108
| +10% | +$757K | 0.74% | 27 |
|
|
2018
Q3 | $8.16M | Buy |
171,584
+7,046
| +4% | +$335K | 0.67% | 26 |
|
|
2018
Q2 | $7.92M | Buy |
164,538
+6,605
| +4% | +$318K | 0.72% | 23 |
|
|
2018
Q1 | $7.31M | Buy |
157,933
+51,927
| +49% | +$2.4M | 0.69% | 25 |
|
|
2017
Q4 | $5.18M | Buy |
106,006
+4,452
| +4% | +$218K | 0.5% | 35 |
|
|
2017
Q3 | $4.85M | Buy |
101,554
+11,221
| +12% | +$536K | 0.53% | 32 |
|
|
2017
Q2 | $4.31M | Buy |
90,333
+8,280
| +10% | +$395K | 0.51% | 34 |
|
|
2017
Q1 | $3.86M | Buy |
82,053
+22,722
| +38% | +$1.07M | 0.55% | 31 |
|
|
2016
Q4 | $2.78M | Buy |
59,331
+8,065
| +16% | +$378K | 0.42% | 39 |
|
|
2016
Q3 | $2.55M | Buy |
51,266
+2,339
| +5% | +$117K | 0.4% | 41 |
|
|
2016
Q2 | $2.46M | Buy |
48,927
+1,733
| +4% | +$87.3K | 0.41% | 39 |
|
|
2016
Q1 | $2.31M | Buy |
47,194
+2,230
| +5% | +$109K | 0.41% | 43 |
|
|
2015
Q4 | $2.1M | Buy |
+44,964
| New | +$2.1M | 0.39% | 42 |
|