Curran Financial 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
2026 Q1	$234K	Buy	2,320 +16	+0.7%	+$1.65K	0.04%	113
2025 Q4	$226K	Buy	2,304 +25	+1%	+$2.49K	0.04%	115
2025 Q3	$229K	Sell	2,279 -9	-0.4%	-$884	0.05%	121
2025 Q2	$221K	Sell	2,288 -60	-3%	-$5.76K	0.05%	113
2025 Q1	$233K	Sell	2,348 -183	-7%	-$18.3K	0.06%	91
2024 Q4	$250K	Buy	2,531 +16	+0.6%	+$1.67K	0.07%	85
2024 Q3	$268K	Sell	2,515 -10	-0.4%	-$1.01K	0.08%	80
2024 Q2	$235K	Sell	2,525 -1	-0%	-$91	0.08%	80
2024 Q1	$238K	Sell	2,526 -167	-6%	-$15.5K	0.08%	74
2023 Q4	$247K	Sell	2,693 -158	-6%	-$13.6K	0.09%	70
2023 Q3	$236K	Sell	2,851 -76	-3%	-$6.83K	0.1%	65
2023 Q2	$265K	Sell	2,927 -189	-6%	-$16.7K	0.12%	63
2023 Q1	$277K	Sell	3,116 -381	-11%	-$34.8K	0.13%	60
2022 Q4	$305K	Sell	3,497 -667	-16%	-$58.4K	0.15%	56
2022 Q3	$351K	Sell	4,164 -3,318	-44%	-$324K	0.18%	45
2022 Q2	$711K	Sell	7,482 -582	-7%	-$61.6K	0.34%	40
2022 Q1	$946K	Sell	8,064 -3,396	-30%	-$387K	0.39%	47
2021 Q4	$1.4M	Sell	11,460 -6,139	-35%	-$707K	0.59%	34
2021 Q3	$1.85M	Sell	17,599 -120	-0.7%	-$13.2K	0.95%	28
2021 Q2	$1.86M	Buy	17,719 +339	+2%	+$34.7K	1.02%	27
2021 Q1	$1.65M	Buy	17,380 +674	+4%	+$61K	1.18%	23
2020 Q4	$1.45M	Buy	+16,706	New	+$1.4M	1.24%	26