Cary Street Partners Investment Advisory’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
Q4
Sell
-14
Closed -$1.16K 1582
2023
Q3
$1.16K Hold
14
﹤0.01% 1722
2023
Q2
$1.27K Hold
14
﹤0.01% 1631
2023
Q1
$1.24K Hold
14
﹤0.01% 1551
2022
Q4
$1.22K Buy
+14
New +$1.23K ﹤0.01% 1562

Other funds holding RWR

Cary Street Partners Investment Advisory's RWR Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2023, closing a stake of 14 shares — an estimated $1.16K sold.

Cary Street Partners Investment Advisory first reported a position in RWR in Q4 2022 and held it in 4 quarters. The position peaked at $1.27K in Q2 2023. 268 funds tracked by Wall St. Rank hold RWR as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 14 State Street SPDR Dow Jones REIT ETF shares in Q4 2023, an estimated $1.16K.
  • Cary Street Partners Investment Advisory first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's State Street SPDR Dow Jones REIT ETF position peaked at $1.27K in Q2 2023.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.