Sowell Financial Services’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Sowell Financial Services’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-49	Closed	-$5K	–	2283
2021 Q1	$5K	Sell	49 -1,866	-97%	-$169K	﹤0.01%	2617
2020 Q4	$166K	Buy	1,915 +1,900	+12,667%	+$159K	0.01%	927
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	2421
2020 Q2	$1K	Sell	15 -206	-93%	-$15.8K	﹤0.01%	2358
2020 Q1	$16K	Buy	221 +194	+719%	+$18.4K	﹤0.01%	1464
2019 Q4	$3K	Sell	27 -3	-10%	-$310	﹤0.01%	2097
2019 Q3	$3K	Buy	+30	New	+$3.06K	﹤0.01%	1974
2017 Q1	–	Sell	-46	Closed	-$4K	–	517
2016 Q4	$4K	Buy	+46	New	+$4.21K	﹤0.01%	553

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Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return