Evermay Wealth Management LLC Spdr Dow Jones Reit ETF Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Spdr Dow Jones Reit ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 601 shares of RWR stock, worth $60,148. This represents 0.01% of its overall portfolio holdings.

Number of Shares
601
Previous 601 -0.0%
Holding current value
$60,148
Previous $64,000 7.81%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
SELL
$81.79 - $99.43 $12,104 - $14,715
-148 Reduced 19.76%
601 $53,000
Q4 2022

Jan 19, 2023
SELL
$80.65 - $93.02 $4,032 - $4,651
-50 Reduced 6.26%
749 $0
Q1 2022

May 16, 2022
BUY
$108.0 - $122.07 $83,916 - $94,848
777 Added 3531.82%
799 $94,000
Q4 2021

Feb 14, 2022
BUY
$106.6 - $122.16 $2,345 - $2,687
22 New
22 $3,000
Q2 2020

Jul 20, 2020
SELL
$65.24 - $89.61 $204,918 - $281,465
-3,141 Closed
0 $0
Q3 2019

Oct 29, 2019
BUY
$102.94 - $104.74 $323,334 - $328,988
3,141 New
3,141 $328,000

Others Institutions Holding RWR

# of Institutions
282
Shares Held
12.2M
Call Options Held
14.5K
Put Options Held
29.4K
View Full List

About SPDR DOW JONES REIT ETF

RWR Quotes by TradingView
  • Ticker RWR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about RWR
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email