One Wealth Advisors’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
2023
Q1
– Sell
-210
Closed -$18.3K – 512
2022
Q4
$18.3K Buy
+210
New +$18.4K ﹤0.01% 545

Other funds holding RWR

One Wealth Advisors's RWR Position: Q1 2023 in Review

One Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2023, closing a stake of 210 shares — an estimated $18.3K sold.

One Wealth Advisors first reported a position in RWR in Q4 2022 and held it in 1 quarter. The position peaked at $18.3K in Q4 2022. 244 funds tracked by Wall St. Rank hold RWR as of Q1 2023.

  • One Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 210 State Street SPDR Dow Jones REIT ETF shares in Q1 2023, an estimated $18.3K.
  • One Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $18.3K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.