Doyle 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
2019
Q3
Sell
-297
Closed -$29K 634
2019
Q2
$29K Buy
+297
New +$29.5K ﹤0.01% 459
2019
Q1
Sell
-293
Closed -$25K 621
2018
Q4
$25K Buy
+293
New +$26.8K ﹤0.01% 480

Other funds holding RWR

Doyle Wealth Management's RWR Position: Q3 2019 in Review

Doyle Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2019, closing a stake of 297 shares — an estimated $29K sold.

Doyle Wealth Management first reported a position in RWR in Q4 2018 and held it in 2 quarters. The position peaked at $29K in Q2 2019. 254 funds tracked by Wall St. Rank hold RWR as of Q3 2019.

  • Doyle Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 297 State Street SPDR Dow Jones REIT ETF shares in Q3 2019, an estimated $29K.
  • Doyle Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $29K in Q2 2019.
  • 254 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.