Aveo Capital Partners’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
2024 Q2	–	Sell	-20,231	Closed	-$1.81M	–	364
2024 Q1	$1.81M	Sell	20,231 -233	-1%	-$21.7K	0.2%	101
2023 Q4	$1.95M	Buy	+20,464	New	+$1.76M	0.24%	91
2023 Q3	–	Sell	-3,001	Closed	-$271K	–	348
2023 Q2	$271K	Sell	3,001 -2,032	-40%	-$179K	0.03%	286
2023 Q1	$447K	Sell	5,033 -124	-2%	-$11.3K	0.06%	206
2022 Q4	$449K	Buy	+5,157	New	+$452K	0.07%	203
2022 Q1	–	Sell	-1,795	Closed	-$219K	–	299
2021 Q4	$219K	Buy	+1,795	New	+$207K	0.04%	259
2020 Q2	–	Sell	-7,966	Closed	-$575K	–	128
2020 Q1	$575K	Sell	7,966 -300	-4%	-$28.4K	0.28%	75
2019 Q4	$843K	Sell	8,266 -1,618	-16%	-$167K	0.33%	76
2019 Q3	$1.04M	Buy	9,884 +3,511	+55%	+$358K	0.43%	66
2019 Q2	$638K	Buy	6,373 +2,764	+77%	+$275K	0.28%	80
2019 Q1	$357K	Buy	+3,609	New	+$342K	0.16%	101
2017 Q3	–	Sell	-2,567	Closed	-$239K	–	145
2017 Q2	$239K	Sell	2,567 -389	-13%	-$36.2K	0.08%	103
2017 Q1	$273K	Sell	2,956 -186	-6%	-$17.3K	0.1%	89
2016 Q4	$293K	Buy	+3,142	New	+$288K	0.08%	156