A detailed history of Sugarloaf Wealth Management, LLC transactions in Spdr Dow Jones Global Real Est stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 49 shares of RWO stock, worth $2,229. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49
Previous 48 2.08%
Holding current value
$2,229
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$41.23 - $48.48 $41 - $48
1 Added 2.08%
49 $2,000
Q1 2024

Apr 23, 2024

BUY
$40.98 - $43.83 $40 - $43
1 Added 2.13%
48 $2,000
Q2 2023

Jul 13, 2023

BUY
$39.37 - $41.91 $39 - $41
1 Added 2.17%
47 $1,000
Q3 2022

Oct 11, 2022

BUY
$38.05 - $48.79 $38 - $48
1 Added 2.22%
46 $2,000
Q2 2022

Jul 12, 2022

BUY
$43.05 - $55.03 $43 - $55
1 Added 2.27%
45 $2,000
Q1 2022

Apr 25, 2022

SELL
$50.81 - $56.55 $50 - $56
-1 Reduced 2.22%
44 $2,000
Q4 2021

Jan 20, 2022

BUY
$51.43 - $56.53 $51 - $56
1 Added 2.27%
45 $2,000
Q2 2021

Jul 20, 2021

BUY
$47.97 - $53.8 $47 - $53
1 Added 2.33%
44 $2,000
Q4 2020

Feb 03, 2021

BUY
$37.87 - $45.0 $37 - $45
1 Added 2.38%
43 $2,000
Q1 2020

Apr 15, 2020

BUY
$30.12 - $53.58 $30 - $53
1 Added 2.44%
42 $2,000
Q4 2019

Jan 29, 2020

BUY
$50.59 - $53.39 $2,074 - $2,188
41 New
41 $2,000

Others Institutions Holding RWO

About SPDR DOW JONES GLOBAL REAL EST


  • Ticker RWO
  • Sector ETFs
  • Industry ETFs
More about RWO
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.