Wealthspire Advisors (New York)’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
Q4 | – | Sell |
-4,983
| Closed | -$237K | – | 832 |
|
|
2024
Q3 | $237K | Buy |
+4,983
| New | +$237K | ﹤0.01% | 672 |
|
|
2024
Q2 | – | Sell |
-5,061
| Closed | -$217K | – | 688 |
|
|
2024
Q1 | $217K | Sell |
5,061
-220
| -4% | -$9.42K | ﹤0.01% | 585 |
|
|
2023
Q4 | $231K | Buy |
+5,281
| New | +$231K | ﹤0.01% | 579 |
|
|
2020
Q2 | – | Sell |
-26,468
| Closed | -$953K | – | 477 |
|
|
2020
Q1 | $953K | Buy |
+26,468
| New | +$953K | 0.04% | 205 |
|