WR Wealth Planners’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 | $14.5K | Buy |
337
+3
| +0.9% | +$129 | ﹤0.01% | 536 |
|
|
2024
Q3 | $15.9K | Buy |
334
+3
| +0.9% | +$142 | ﹤0.01% | 553 |
|
|
2024
Q2 | $13.7K | Buy |
331
+4
| +1% | +$166 | ﹤0.01% | 521 |
|
|
2024
Q1 | $14K | Buy |
+327
| New | +$14K | ﹤0.01% | 524 |
|
|
2023
Q4 | – | Sell |
-322
| Closed | -$12.3K | – | 718 |
|
|
2023
Q3 | $12.3K | Buy |
322
+3
| +0.9% | +$115 | ﹤0.01% | 509 |
|
|
2023
Q2 | $13.1K | Buy |
319
+3
| +0.9% | +$123 | 0.01% | 500 |
|
|
2023
Q1 | $13K | Buy |
316
+3
| +1% | +$123 | 0.01% | 491 |
|
|
2022
Q4 | $12.8K | Buy |
313
+3
| +1% | +$123 | 0.01% | 247 |
|
|
2022
Q3 | $12K | Buy |
310
+3
| +1% | +$116 | 0.01% | 243 |
|
|
2022
Q2 | $13.5K | Sell |
307
-257
| -46% | -$11.3K | 0.01% | 258 |
|
|
2022
Q1 | $30.5K | Buy |
+564
| New | +$30.5K | 0.02% | 200 |
|