Valley National Advisers’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
2021
Q1
Sell
-23
Closed -$2K 903
2020
Q4
$2K Buy
+23
New +$1.92K ﹤0.01% 705

Other funds holding RWR

Valley National Advisers's RWR Position: Q1 2021 in Review

Valley National Advisers sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2021, closing a stake of 23 shares — an estimated $2K sold.

Valley National Advisers first reported a position in RWR in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 226 funds tracked by Wall St. Rank hold RWR as of Q1 2021.

  • Valley National Advisers reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Valley National Advisers sold 23 State Street SPDR Dow Jones REIT ETF shares in Q1 2021, an estimated $2K.
  • Valley National Advisers first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2020 and held it in 1 quarter.
  • Valley National Advisers's State Street SPDR Dow Jones REIT ETF position peaked at $2K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2021.

Based on Valley National Advisers's 13F filing for Q1 2021, filed 7 May 2021.