Cornerstone 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
Q1
Sell
-2,474
Closed -$304K 515
2021
Q4
$304K Sell
2,474
-231
-9% -$26.6K 0.03% 387
2021
Q3
$285K Buy
+2,705
New +$296K 0.03% 359

Other funds holding RWR

Cornerstone Wealth Management's RWR Position: Q1 2022 in Review

Cornerstone Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2022, closing a stake of 2,474 shares — an estimated $304K sold.

Cornerstone Wealth Management first reported a position in RWR in Q3 2021 and held it in 2 quarters. The position peaked at $304K in Q4 2021. 279 funds tracked by Wall St. Rank hold RWR as of Q1 2022.

  • Cornerstone Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,474 State Street SPDR Dow Jones REIT ETF shares in Q1 2022, an estimated $304K.
  • Cornerstone Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2021 and held it in 2 quarters.
  • Cornerstone Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $304K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2022.

Based on Cornerstone Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.