Wealthcare Capital Management’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
2015
Q3
Sell
-535
Closed -$45K 360
2015
Q2
$45K Sell
535
-5,808
-92% -$521K 0.01% 110
2015
Q1
$600K Buy
+6,343
New +$603K 0.07% 43

Other funds holding RWR

Wealthcare Capital Management's RWR Position: Q3 2015 in Review

Wealthcare Capital Management sold out of State Street SPDR Dow Jones REIT ETF (RWR) in Q3 2015, closing a stake of 535 shares — an estimated $45K sold.

Wealthcare Capital Management first reported a position in RWR in Q1 2015 and held it in 2 quarters. The position peaked at $600K in Q1 2015. 185 funds tracked by Wall St. Rank hold RWR as of Q3 2015.

  • Wealthcare Capital Management reported no remaining State Street SPDR Dow Jones REIT ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 535 State Street SPDR Dow Jones REIT ETF shares in Q3 2015, an estimated $45K.
  • Wealthcare Capital Management first reported a position in State Street SPDR Dow Jones REIT ETF in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's State Street SPDR Dow Jones REIT ETF position peaked at $600K in Q1 2015.
  • 185 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.