BerganKDV 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
2022
Q2
Sell
-46
Closed -$5K 1057
2022
Q1
$5K Buy
+46
New +$5.24K ﹤0.01% 734
2020
Q3
Sell
-124
Closed -$10K 989
2020
Q2
$10K Buy
+124
New +$9.49K ﹤0.01% 545

Other funds holding RWR

BerganKDV Wealth Management's RWR Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2022, closing a stake of 46 shares — an estimated $5K sold.

BerganKDV Wealth Management first reported a position in RWR in Q2 2020 and held it in 2 quarters. The position peaked at $10K in Q2 2020. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 46 State Street SPDR Dow Jones REIT ETF shares in Q2 2022, an estimated $5K.
  • BerganKDV Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $10K in Q2 2020.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.