Capital Asset Advisory Services’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
2020
Q2
Sell
-318
Closed -$22K 584
2020
Q1
$22K Sell
318
-4,251
-93% -$402K 0.01% 398
2019
Q4
$481K Buy
+4,569
New +$473K 0.11% 174

Other funds holding RWR

Capital Asset Advisory Services's RWR Position: Q2 2020 in Review

Capital Asset Advisory Services sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2020, closing a stake of 318 shares — an estimated $22K sold.

Capital Asset Advisory Services first reported a position in RWR in Q4 2019 and held it in 2 quarters. The position peaked at $481K in Q4 2019. 215 funds tracked by Wall St. Rank hold RWR as of Q2 2020.

  • Capital Asset Advisory Services reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Asset Advisory Services sold 318 State Street SPDR Dow Jones REIT ETF shares in Q2 2020, an estimated $22K.
  • Capital Asset Advisory Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 2 quarters.
  • Capital Asset Advisory Services's State Street SPDR Dow Jones REIT ETF position peaked at $481K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2020.

Based on Capital Asset Advisory Services's 13F filing for Q2 2020, filed 14 Aug 2020.