Alta 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 Q4	–	Sell	-3,489	Closed	-$289K	–	133
2023 Q3	$289K	Sell	3,489 -204	-6%	-$18.3K	0.18%	112
2023 Q2	$334K	Sell	3,693 -399	-10%	-$35.2K	0.2%	112
2023 Q1	$363K	Sell	4,092 -28	-0.7%	-$2.56K	0.23%	108
2022 Q4	$359K	Sell	4,120 -659	-14%	-$57.7K	0.24%	111
2022 Q3	$403K	Hold	4,779	–	–	0.29%	103
2022 Q2	$455K	Hold	4,779	–	–	0.32%	97
2022 Q1	$561K	Buy	4,779 +137	+3%	+$15.6K	0.33%	97
2021 Q4	$567K	Hold	4,642	–	–	0.35%	91
2021 Q3	$489K	Hold	4,642	–	–	0.36%	96
2021 Q2	$487K	Buy	4,642 +41	+0.9%	+$4.2K	0.36%	99
2021 Q1	$436K	Buy	4,601 +55	+1%	+$4.98K	0.36%	95
2020 Q4	$394K	Buy	+4,546	New	+$380K	0.33%	98