Disciplined Investments’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
2023 Q2	–	Sell	-4,413	Closed	-$392K	–	1714
2023 Q1	$392K	Buy	4,413 +11	+0.2%	+$1K	0.17%	100
2022 Q4	$384K	Buy	4,402 +18	+0.4%	+$1.58K	0.19%	89
2022 Q3	$369K	Buy	4,384 +16	+0.4%	+$1.56K	0.17%	96
2022 Q2	$415K	Sell	4,368 -88	-2%	-$9.31K	0.19%	89
2022 Q1	$523K	Buy	4,456 +1	+0%	+$114	0.22%	86
2021 Q4	$544K	Buy	4,455 +105	+2%	+$12.1K	0.24%	76
2021 Q3	$459K	Hold	4,350	–	–	0.22%	80
2021 Q2	$456K	Hold	4,350	–	–	0.23%	80
2021 Q1	$412K	Hold	4,350	–	–	0.24%	82
2020 Q4	$377K	Hold	4,350	–	–	0.25%	73
2020 Q3	$339K	Hold	4,350	–	–	0.25%	77
2020 Q2	$339K	Hold	4,350	–	–	0.26%	73
2020 Q1	$314K	Sell	4,350 -418	-9%	-$39.6K	0.3%	69
2019 Q4	$486K	Buy	+4,768	New	+$493K	0.41%	56