Emerson Wealth, LLC RWO Holdings History
Emerson Wealth, LLC's SPDR Dow Jones Global Real Estate ETF Holding Summary
As of 2022-06-30, Emerson Wealth, LLC held 150,679.00 shares of SPDR Dow Jones Global Real Estate ETF(RWO), totaling $6.65 Mil. This investment constitutes 4.36% of their stock portfolio, and Emerson Wealth, LLC now holds 0.54% of the outstanding SPDR Dow Jones Global Real Estate ETF(RWO) stock.
The initial trade took place in 2020Q1. And since then Emerson Wealth, LLC has made 3 purchases of RWO, at an average price of $46.73, for a total of 220,699.00 shares. In addition, there have been 7 sales at an average price of $46.51 for 70,020.00 shares. Based on historical transaction data and RWO's current price of $44.92, Emerson Wealth, LLC's estimated gain on his RWO holdings is $-287,369.68, reflecting a -2.79% gain to date.
Emerson Wealth, LLC RWO ($44.92) Holding Chart
Emerson Wealth, LLC RWO ($44.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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