Burke & Herbert Bank & Trust’s SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$525K Sell
5,446
-125
-2% -$12.1K 0.12% 150
2025
Q1
$552K Hold
5,571
0.13% 146
2024
Q4
$551K Hold
5,571
0.13% 147
2024
Q3
$595K Sell
5,571
-156
-3% -$16.7K 0.14% 146
2024
Q2
$533K Buy
+5,727
New +$533K 0.13% 148