Focused 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
2015
Q4
Sell
-133
Closed -$11K 719
2015
Q3
$11K Buy
133
+1
+0.8% +$87 0.01% 386
2015
Q2
$11K Buy
132
+1
+0.8% +$90 0.01% 397
2015
Q1
$12K Buy
+131
New +$12.5K 0.01% 400

Other funds holding RWR

Focused Wealth Management's RWR Position: Q4 2015 in Review

Focused Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q4 2015, closing a stake of 133 shares — an estimated $11K sold.

Focused Wealth Management first reported a position in RWR in Q1 2015 and held it in 3 quarters. The position peaked at $12K in Q1 2015. 204 funds tracked by Wall St. Rank hold RWR as of Q4 2015.

  • Focused Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q4 2015 after selling out during the quarter.
  • Focused Wealth Management sold 133 State Street SPDR Dow Jones REIT ETF shares in Q4 2015, an estimated $11K.
  • Focused Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2015 and held it in 3 quarters.
  • Focused Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $12K in Q1 2015.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q4 2015.

Based on Focused Wealth Management's 13F filing for Q4 2015, filed 12 Feb 2016.