Baystate Wealth Management’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
2023
Q3
Sell
-285
Closed -$25.8K 1085
2023
Q2
$25.8K Buy
+285
New +$25.2K ﹤0.01% 427
2021
Q1
Sell
-83
Closed -$7K 813
2020
Q4
$7K Buy
+83
New +$6.94K ﹤0.01% 463

Other funds holding RWR

Baystate Wealth Management's RWR Position: Q3 2023 in Review

Baystate Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2023, closing a stake of 285 shares — an estimated $25.8K sold.

Baystate Wealth Management first reported a position in RWR in Q4 2020 and held it in 2 quarters. The position peaked at $25.8K in Q2 2023. 238 funds tracked by Wall St. Rank hold RWR as of Q3 2023.

  • Baystate Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 285 State Street SPDR Dow Jones REIT ETF shares in Q3 2023, an estimated $25.8K.
  • Baystate Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2020 and held it in 2 quarters.
  • Baystate Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $25.8K in Q2 2023.
  • 238 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.