Congress 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
-1,797
Closed -$211K 607
2022
Q1
$211K Sell
1,797
-52
-3% -$5.92K ﹤0.01% 573
2021
Q4
$226K Buy
+1,849
New +$213K ﹤0.01% 575

Other funds holding RWR

Congress Wealth Management's RWR Position: Q2 2022 in Review

Congress Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2022, closing a stake of 1,797 shares — an estimated $211K sold.

Congress Wealth Management first reported a position in RWR in Q4 2021 and held it in 2 quarters. The position peaked at $226K in Q4 2021. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

  • Congress Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 1,797 State Street SPDR Dow Jones REIT ETF shares in Q2 2022, an estimated $211K.
  • Congress Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $226K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.