Amplius Wealth Advisors’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-114
Closed -$13K 746
2021
Q4
$13K Buy
+114
New +$13.1K ﹤0.01% 554

Other funds holding RWR

Amplius Wealth Advisors's RWR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2022, closing a stake of 114 shares — an estimated $13K sold.

Amplius Wealth Advisors first reported a position in RWR in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 279 funds tracked by Wall St. Rank hold RWR as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 114 State Street SPDR Dow Jones REIT ETF shares in Q1 2022, an estimated $13K.
  • Amplius Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $13K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.