Brown Miller 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
-3,598
Closed -$422K 125
2022
Q1
$422K Sell
3,598
-2
-0.1% -$228 0.24% 72
2021
Q4
$439K Sell
3,600
-487
-12% -$56.1K 0.25% 74
2021
Q3
$430K Buy
+4,087
New +$448K 0.27% 78

Other funds holding RWR

Brown Miller Wealth Management's RWR Position: Q2 2022 in Review

Brown Miller Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2022, closing a stake of 3,598 shares — an estimated $422K sold.

Brown Miller Wealth Management first reported a position in RWR in Q3 2021 and held it in 3 quarters. The position peaked at $439K in Q4 2021. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

  • Brown Miller Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Brown Miller Wealth Management sold 3,598 State Street SPDR Dow Jones REIT ETF shares in Q2 2022, an estimated $422K.
  • Brown Miller Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2021 and held it in 3 quarters.
  • Brown Miller Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $439K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

Based on Brown Miller Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.