Convergence Financial’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Convergence Financial’s Portfolio RWR Stock Details RWR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$228K	Buy
2024 Q4	–	Sell
2024 Q3	$238K	Sell
2024 Q2	$208K	Buy
2022 Q2	–	Sell
2022 Q1	$417K	Sell
2021 Q4	$477K	Buy