Trivium Point Advisory’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
Q1
Sell
-2,003
Closed -$204K 171
2019
Q4
$204K Sell
2,003
-771
-28% -$79.8K 0.08% 154
2019
Q3
$289K Buy
2,774
+573
+26% +$58.4K 0.13% 130
2019
Q2
$217K Buy
+2,201
New +$219K 0.1% 153

Other funds holding RWR

Trivium Point Advisory's RWR Position: Q1 2020 in Review

Trivium Point Advisory sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2020, closing a stake of 2,003 shares — an estimated $204K sold.

Trivium Point Advisory first reported a position in RWR in Q2 2019 and held it in 3 quarters. The position peaked at $289K in Q3 2019. 219 funds tracked by Wall St. Rank hold RWR as of Q1 2020.

  • Trivium Point Advisory reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Trivium Point Advisory sold 2,003 State Street SPDR Dow Jones REIT ETF shares in Q1 2020, an estimated $204K.
  • Trivium Point Advisory first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2019 and held it in 3 quarters.
  • Trivium Point Advisory's State Street SPDR Dow Jones REIT ETF position peaked at $289K in Q3 2019.
  • 219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2020.

Based on Trivium Point Advisory's 13F filing for Q1 2020, filed 8 May 2020.