TRUE Private 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
2020
Q1
Sell
-60
Closed -$6K 809
2019
Q4
$6K Buy
+60
New +$6.21K ﹤0.01% 658
2019
Q3
Sell
-60
Closed -$5K 615
2019
Q2
$5K Buy
+60
New +$5.96K ﹤0.01% 642
2018
Q4
Sell
-60
Closed -$5.59K 774
2018
Q3
$5.59K Buy
+60
New +$5.69K ﹤0.01% 875

Other funds holding RWR

TRUE Private Wealth Advisors's RWR Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2020, closing a stake of 60 shares — an estimated $6K sold.

TRUE Private Wealth Advisors first reported a position in RWR in Q3 2018 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 219 funds tracked by Wall St. Rank hold RWR as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 60 State Street SPDR Dow Jones REIT ETF shares in Q1 2020, an estimated $6K.
  • TRUE Private Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q3 2018 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $6K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.