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Confluence Wealth Services’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Confluence Wealth Services’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-61
Closed -$7K – 969
2021
Q4 		$7K Buy
+61
New +$7.03K ﹤0.01% 1001

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PNC Financial Services Group
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Truist Financial
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Confluence Wealth Services's RWR Position: Q1 2022 in Review

Confluence Wealth Services sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2022, closing a stake of 61 shares — an estimated $7K sold.

Confluence Wealth Services first reported a position in RWR in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 279 funds tracked by Wall St. Rank hold RWR as of Q1 2022.

  • Confluence Wealth Services reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 61 State Street SPDR Dow Jones REIT ETF shares in Q1 2022, an estimated $7K.
  • Confluence Wealth Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's State Street SPDR Dow Jones REIT ETF position peaked at $7K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.