U.S. Capital 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
-806
Closed -$70.2K – 1352
2022
Q4
$70.2K Buy
+806
New +$70.6K ﹤0.01% 799

Other funds holding RWR

U.S. Capital Wealth Advisors's RWR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2023, closing a stake of 806 shares — an estimated $70.2K sold.

U.S. Capital Wealth Advisors first reported a position in RWR in Q4 2022 and held it in 1 quarter. The position peaked at $70.2K in Q4 2022. 244 funds tracked by Wall St. Rank hold RWR as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 806 State Street SPDR Dow Jones REIT ETF shares in Q1 2023, an estimated $70.2K.
  • U.S. Capital Wealth Advisors first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's State Street SPDR Dow Jones REIT ETF position peaked at $70.2K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.