SPDR DJ Wilshire REIT shares owned by Clientfirst Wealth Management
Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by Clientfirst Wealth Management
from 13F filings
Historical chart of Clientfirst Wealth Management investment in SPDR DJ Wilshire REIT
Tip: Access up to 7 years of quarterly data
All positions including SPDR DJ Wilshire REIT held by Clientfirst Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR DJ Wilshire REIT by Clientfirst Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $518k | 6.3k | 82.86 |
2023-06-30 | $585k | 6.3k | 93.51 |
2023-03-31 | $551k | 6.3k | 88.05 |
2022-12-31 | $545k | 6.3k | 87.15 |
2022-09-30 | $576k | 6.3k | 92.13 |
2022-06-30 | $594k | 6.3k | 95.01 |
2022-03-31 | $733k | 6.3k | 117.24 |
2021-12-31 | $727k | 6.3k | 116.28 |
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