WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $85K | Sell |
1,776
-119
| -6% | -$5.7K | 0.02% | 566 |
|
|
2017
Q1 | $89K | Buy |
1,895
+1,270
| +203% | +$59.6K | 0.02% | 506 |
|
|
2016
Q4 | $29K | Sell |
625
-1,264
| -67% | -$58.7K | 0.01% | 851 |
|
|
2016
Q3 | $94K | Buy |
1,889
+2
| +0.1% | +$100 | 0.02% | 537 |
|
|
2016
Q2 | $95K | Buy |
1,887
+2
| +0.1% | +$101 | 0.03% | 508 |
|
|
2016
Q1 | $92K | Buy |
1,885
+1,271
| +207% | +$62K | 0.03% | 492 |
|
|
2015
Q4 | $29K | Buy |
614
+3
| +0.5% | +$142 | 0.01% | 809 |
|
|
2015
Q3 | $28K | Buy |
611
+4
| +0.7% | +$183 | 0.01% | 802 |
|
|
2015
Q2 | $28K | Buy |
607
+2
| +0.3% | +$92 | 0.01% | 889 |
|
|
2015
Q1 | $30K | Buy |
605
+2
| +0.3% | +$99 | 0.01% | 875 |
|
|
2014
Q4 | $29K | Buy |
603
+2
| +0.3% | +$96 | 0.01% | 1096 |
|
|
2014
Q3 | $27K | Buy |
601
+3
| +0.5% | +$135 | 0.01% | 1158 |
|
|
2014
Q2 | $28K | Buy |
598
+1
| +0.2% | +$47 | 0.01% | 1134 |
|
|
2014
Q1 | $26K | Buy |
597
+3
| +0.5% | +$131 | 0.01% | 1155 |
|
|
2013
Q4 | $25K | Buy |
594
+2
| +0.3% | +$84 | ﹤0.01% | 1260 |
|
|
2013
Q3 | $25K | Buy |
592
+4
| +0.7% | +$169 | ﹤0.01% | 1190 |
|
|
2013
Q2 | $25K | Buy |
+588
| New | +$25K | ﹤0.01% | 1134 |
|