Mps Loria Financial Planners, LLC Spdr Dow Jones Global Real Est Transaction History

Mps Loria Financial Planners, LLC

  • $338 Million
  • Q4 2024

A detailed history of Mps Loria Financial Planners, LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 10,664 shares of RWO stock, worth $473,161. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,664
Previous 10,363 2.9%
Holding current value
$473,161
Previous $492,000 7.11%
% of portfolio
0.14%
Previous 0.15%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$42.41 - $47.31 $12,765 - $14,240
301 Added 2.9%
10,664 $457,000
Q3 2024

Oct 21, 2024
SELL
$41.23 - $48.48 $1,236 - $1,454
-30 Reduced 0.29%
10,363 $492,000
Q2 2024

Jul 10, 2024
SELL
$39.55 - $42.66 $672 - $725
-17 Reduced 0.16%
10,393 $431,000
Q1 2024

Apr 17, 2024
SELL
$40.98 - $43.83 $76,837 - $82,181
-1,875 Reduced 15.26%
10,410 $445,000
Q4 2023

Feb 07, 2024
BUY
$35.74 - $44.36 $10,757 - $13,352
301 Added 2.51%
12,285 $536,000
Q3 2023

Oct 20, 2023
BUY
$37.74 - $43.16 $12,039 - $13,768
319 Added 2.73%
11,984 $457,000
Q2 2023

Jul 21, 2023
SELL
$39.37 - $41.91 $4,566 - $4,861
-116 Reduced 0.98%
11,665 $479,000
Q1 2023

Apr 11, 2023
BUY
$38.63 - $46.08 $90,432 - $107,873
2,341 Added 24.8%
11,781 $484,000
Q4 2022

Jan 23, 2023
BUY
$37.13 - $43.08 $36,721 - $42,606
989 Added 11.7%
9,440 $0
Q3 2022

Nov 14, 2022
SELL
$38.05 - $48.79 $1,522 - $1,951
-40 Reduced 0.47%
8,451 $327,000
Q2 2022

Jul 19, 2022
SELL
$43.05 - $55.03 $10,504 - $13,427
-244 Reduced 2.79%
8,491 $374,000
Q1 2022

May 10, 2022
SELL
$50.81 - $56.55 $327,775 - $364,804
-6,451 Reduced 42.48%
8,735 $471,000
Q4 2021

Feb 07, 2022
SELL
$51.43 - $56.53 $874 - $961
-17 Reduced 0.11%
15,186 $858,000
Q3 2021

Oct 29, 2021
SELL
$51.06 - $55.26 $29,053 - $31,442
-569 Reduced 3.61%
15,203 $776,000
Q2 2021

Jul 20, 2021
SELL
$47.97 - $53.8 $17,461 - $19,583
-364 Reduced 2.26%
15,772 $812,000
Q1 2021

May 03, 2021
SELL
$43.07 - $47.99 $20,759 - $23,131
-482 Reduced 2.9%
16,136 $761,000
Q4 2020

Feb 02, 2021
SELL
$37.87 - $45.0 $6,362 - $7,560
-168 Reduced 1.0%
16,618 $720,000
Q3 2020

Oct 13, 2020
BUY
$38.16 - $41.66 $9,921 - $10,831
260 Added 1.57%
16,786 $663,000
Q2 2020

Aug 13, 2020
BUY
$32.9 - $43.96 $83,993 - $112,229
2,553 Added 18.27%
16,526 $645,000
Q1 2020

May 01, 2020
BUY
$30.12 - $53.58 $24,849 - $44,203
825 Added 6.27%
13,973 $503,000
Q4 2019

Feb 07, 2020
SELL
$50.59 - $53.39 $23,878 - $25,200
-472 Reduced 3.47%
13,148 $677,000
Q3 2019

Nov 12, 2019
SELL
$51.26 - $51.88 $49,107 - $49,701
-958 Reduced 6.57%
13,620 $706,000
Q2 2019

Jul 31, 2019
BUY
N/A
411 Added 2.9%
14,578 $727,000
Q1 2019

Apr 25, 2019
BUY
N/A
2,791 Added 24.53%
14,167 $709,000
Q4 2018

Jan 10, 2019
SELL
N/A
-537 Reduced 4.51%
11,376 $503,000
Q3 2018

Nov 08, 2018
SELL
N/A
-56 Reduced 0.47%
11,913 $568,000
Q2 2018

Aug 02, 2018
SELL
N/A
-597 Reduced 4.75%
11,969 $576,000
Q1 2018

Apr 20, 2018
BUY
N/A
976 Added 8.42%
12,566 $581,000
Q4 2017

Jan 24, 2018
SELL
N/A
-168 Reduced 1.43%
11,590 $567,000
Q3 2017

Oct 24, 2017
BUY
N/A
243 Added 2.11%
11,758 $562,000
Q2 2017

Sep 18, 2017
BUY
N/A
11,515
11,515 $552,000

Others Institutions Holding RWO

# of Institutions
224
Shares Held
19.5M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR DOW JONES GLOBAL REAL EST

RWO Quotes by TradingView
  • Ticker RWO
  • Sector ETFs
  • Industry ETFs
More about RWO
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