Total Clarity Wealth Management’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-3	Closed	–	–	823
2022 Q2	$0	Buy	+3	New	+$317	﹤0.01%	1041
2022 Q1	–	Sell	-130	Closed	-$16K	–	766
2021 Q4	$16K	Sell	130 -10	-7%	-$1.15K	0.01%	605
2021 Q3	$15K	Buy	+140	New	+$15.3K	0.01%	604
2020 Q1	–	Sell	-55	Closed	-$6K	–	506
2019 Q4	$6K	Buy	+55	New	+$5.69K	﹤0.01%	566

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Total Clarity Wealth Management's RWR Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2022, closing a stake of 3 shares.

Total Clarity Wealth Management first reported a position in RWR in Q4 2019 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 243 funds tracked by Wall St. Rank hold RWR as of Q3 2022.

Total Clarity Wealth Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 3 State Street SPDR Dow Jones REIT ETF shares in Q3 2022.
Total Clarity Wealth Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2019 and held it in 4 quarters.
Total Clarity Wealth Management's State Street SPDR Dow Jones REIT ETF position peaked at $16K in Q4 2021.
243 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.