Concord Wealth Partners’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
Q1
– Sell
-90
Closed -$7.84K – 1180
2022
Q4
$7.84K Buy
+90
New +$7.88K ﹤0.01% 675
2022
Q3
– Sell
-16
Closed -$2K – 935
2022
Q2
$2K Buy
+16
New +$1.69K ﹤0.01% 1057

Other funds holding RWR

Concord Wealth Partners's RWR Position: Q1 2023 in Review

Concord Wealth Partners sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2023, closing a stake of 90 shares — an estimated $7.84K sold.

Concord Wealth Partners first reported a position in RWR in Q2 2022 and held it in 2 quarters. The position peaked at $7.84K in Q4 2022. 244 funds tracked by Wall St. Rank hold RWR as of Q1 2023.

  • Concord Wealth Partners reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 90 State Street SPDR Dow Jones REIT ETF shares in Q1 2023, an estimated $7.84K.
  • Concord Wealth Partners first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2022 and held it in 2 quarters.
  • Concord Wealth Partners's State Street SPDR Dow Jones REIT ETF position peaked at $7.84K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.