Buckingham Strategic Wealth’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	$481K	Buy	5,167 +1	+0%	+$91	0.01%	475
2024 Q1	$487K	Buy	5,166 +1,327	+35%	+$123K	0.01%	465
2023 Q4	$366K	Buy	3,839 +7	+0.2%	+$602	﹤0.01%	518
2023 Q3	$318K	Buy	3,832 +14	+0.4%	+$1.26K	﹤0.01%	514
2023 Q2	$345K	Sell	3,818 -16	-0.4%	-$1.41K	﹤0.01%	504
2023 Q1	$334K	Hold	3,834	–	–	0.01%	463
2022 Q4	$334K	Sell	3,834 -931	-20%	-$81.6K	0.01%	465
2022 Q3	$401K	Buy	4,765 +516	+12%	+$50.3K	0.01%	411
2022 Q2	$404K	Sell	4,249 -7	-0.2%	-$741	0.01%	410
2022 Q1	$499K	Buy	4,256 +178	+4%	+$20.3K	0.01%	369
2021 Q4	$498K	Sell	4,078 -108	-3%	-$12.4K	0.01%	368
2021 Q3	$441K	Buy	4,186 +161	+4%	+$17.6K	0.01%	379
2021 Q2	$422K	Buy	4,025 +8	+0.2%	+$819	0.01%	399
2021 Q1	$380K	Sell	4,017 -209	-5%	-$18.9K	0.02%	388
2020 Q4	$366K	Sell	4,226 -631	-13%	-$52.7K	0.02%	377
2020 Q3	$379K	Sell	4,857 -13,356	-73%	-$1.06M	0.03%	318
2020 Q2	$1.42M	Buy	+18,213	New	+$1.39M	0.14%	119