Lloyd Advisory Services’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
2020
Q3
Sell
-183
Closed -$14K 373
2020
Q2
$14K Buy
183
+176
+2,514% +$13.5K 0.01% 173
2020
Q1
$1K Sell
7
-105
-94% -$9.94K ﹤0.01% 253
2019
Q4
$12K Buy
+112
New +$11.6K 0.01% 208

Other funds holding RWR

Lloyd Advisory Services's RWR Position: Q3 2020 in Review

Lloyd Advisory Services sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2020, closing a stake of 183 shares — an estimated $14K sold.

Lloyd Advisory Services first reported a position in RWR in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q2 2020. 202 funds tracked by Wall St. Rank hold RWR as of Q3 2020.

  • Lloyd Advisory Services reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 183 State Street SPDR Dow Jones REIT ETF shares in Q3 2020, an estimated $14K.
  • Lloyd Advisory Services first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 3 quarters.
  • Lloyd Advisory Services's State Street SPDR Dow Jones REIT ETF position peaked at $14K in Q2 2020.
  • 202 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2020.

Based on Lloyd Advisory Services's 13F filing for Q3 2020, filed 28 Oct 2020.