Center for Financial Planning’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 Q1	–	Sell	-190	Closed	-$18.1K	–	616
2023 Q4	$18.1K	Hold	190	–	–	﹤0.01%	315
2023 Q3	$15.8K	Hold	190	–	–	﹤0.01%	315
2023 Q2	$17.2K	Hold	190	–	–	﹤0.01%	327
2023 Q1	$16.9K	Hold	190	–	–	﹤0.01%	303
2022 Q4	$16.6K	Hold	190	–	–	﹤0.01%	303
2022 Q3	$16K	Sell	190 -110	-37%	-$10.7K	﹤0.01%	308
2022 Q2	$29K	Hold	300	–	–	0.01%	262
2022 Q1	$35K	Hold	300	–	–	0.01%	257
2021 Q4	$37K	Hold	300	–	–	0.01%	263
2021 Q3	$32K	Hold	300	–	–	0.01%	263
2021 Q2	$31K	Hold	300	–	–	0.01%	264
2021 Q1	$28K	Hold	300	–	–	0.01%	269
2020 Q4	$26K	Hold	300	–	–	0.01%	255
2020 Q3	$23K	Hold	300	–	–	0.01%	248
2020 Q2	$23K	Hold	300	–	–	0.01%	245
2020 Q1	$22K	Sell	300 -900	-75%	-$85.2K	0.01%	246
2019 Q4	$122K	Buy	+1,200	New	+$124K	0.03%	126