EPG Wealth Management’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	$8.44K	Buy	84 +1	+1%	+$103	﹤0.01%	287
2025 Q4	$8.16K	Buy	83 +1	+1%	+$100	﹤0.01%	283
2025 Q3	$8.23K	Buy	82 +1	+1%	+$98	﹤0.01%	283
2025 Q2	$7.83K	Buy	81 +1	+1%	+$96	﹤0.01%	279
2025 Q1	$7.98K	Hold	80	–	–	﹤0.01%	380
2024 Q4	$7.91K	Hold	80	–	–	﹤0.01%	384
2024 Q3	$8.54K	Buy	+80	New	+$8.1K	﹤0.01%	379
2024 Q2	–	Sell	-80	Closed	-$7.26K	–	404
2024 Q1	$7.54K	Hold	80	–	–	﹤0.01%	398
2023 Q4	$7.23K	Hold	80	–	–	﹤0.01%	386
2023 Q3	$6.63K	Hold	80	–	–	﹤0.01%	379
2023 Q2	$7.24K	Hold	80	–	–	﹤0.01%	370
2023 Q1	$7.1K	Hold	80	–	–	﹤0.01%	379
2022 Q4	$6.97K	Hold	80	–	–	﹤0.01%	347
2022 Q3	$7K	Buy	+80	New	+$7.8K	﹤0.01%	349
2022 Q2	–	Sell	-80	Closed	-$9K	–	359
2022 Q1	$9K	Hold	80	–	–	﹤0.01%	359
2021 Q4	$10K	Hold	80	–	–	﹤0.01%	360
2021 Q3	$8K	Buy	+80	New	+$8.77K	﹤0.01%	340