Measured Wealth Private Client Group’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
-2,701
Closed -$317K 199
2022
Q1
$317K Sell
2,701
-2,409
-47% -$274K 0.12% 108
2021
Q4
$624K Buy
+5,110
New +$589K 0.22% 63

Other funds holding RWR

Measured Wealth Private Client Group's RWR Position: Q2 2022 in Review

Measured Wealth Private Client Group sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q2 2022, closing a stake of 2,701 shares — an estimated $317K sold.

Measured Wealth Private Client Group first reported a position in RWR in Q4 2021 and held it in 2 quarters. The position peaked at $624K in Q4 2021. 268 funds tracked by Wall St. Rank hold RWR as of Q2 2022.

  • Measured Wealth Private Client Group reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,701 State Street SPDR Dow Jones REIT ETF shares in Q2 2022, an estimated $317K.
  • Measured Wealth Private Client Group first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2021 and held it in 2 quarters.
  • Measured Wealth Private Client Group's State Street SPDR Dow Jones REIT ETF position peaked at $624K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q2 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2022, filed 25 Jul 2022.