Westside Investment Management’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
Q1 | – | Sell |
-655
| Closed | -$26 | – | 852 |
|
|
2022
Q4 | $26 | Hold |
655
| – | – | ﹤0.01% | 502 |
|
|
2022
Q3 | $25 | Hold |
655
| – | – | ﹤0.01% | 490 |
|
|
2022
Q2 | $28 | Hold |
655
| – | – | ﹤0.01% | 473 |
|
|
2022
Q1 | $35 | Hold |
655
| – | – | ﹤0.01% | 457 |
|
|
2021
Q4 | $37 | Hold |
655
| – | – | ﹤0.01% | 432 |
|
|
2021
Q3 | $33 | Hold |
655
| – | – | ﹤0.01% | 427 |
|
|
2021
Q2 | $33 | Hold |
655
| – | – | ﹤0.01% | 416 |
|
|
2021
Q1 | $30 | Sell |
655
-1,392
| -68% | -$64 | ﹤0.01% | 416 |
|
|
2020
Q4 | $91 | Sell |
2,047
-1,082
| -35% | -$48 | ﹤0.01% | 302 |
|
|
2020
Q3 | $123 | Hold |
3,129
| – | – | ﹤0.01% | 286 |
|
|
2020
Q2 | $122 | Buy |
3,129
+533
| +21% | +$21 | ﹤0.01% | 262 |
|
|
2020
Q1 | $93 | Buy |
+2,596
| New | +$93 | ﹤0.01% | 283 |
|
|
2019
Q2 | $130 | Buy |
+2,625
| New | +$130 | ﹤0.01% | 224 |
|
|
2018
Q4 | $121K | Hold |
2,725
| – | – | 0.04% | 198 |
|
|
2018
Q3 | $129K | Hold |
2,725
| – | – | 0.04% | 183 |
|
|
2018
Q2 | $130K | Hold |
2,725
| – | – | 0.05% | 196 |
|
|
2018
Q1 | $125K | Sell |
2,725
-133
| -5% | -$6.08K | 0.07% | 197 |
|
|
2017
Q4 | $139K | Hold |
2,858
| – | – | 0.08% | 188 |
|
|
2017
Q3 | $136K | Hold |
2,858
| – | – | 0.08% | 172 |
|
|
2017
Q2 | $134K | Hold |
2,858
| – | – | 0.09% | 166 |
|
|
2017
Q1 | $135K | Buy |
2,858
+465
| +19% | +$22K | 0.06% | 161 |
|
|
2016
Q4 | $112K | Buy |
+2,393
| New | +$112K | 0.08% | 131 |
|