Evermay 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	$51.4K	Hold	509	–	–	0.01%	320
2025 Q4	$50K	Sell	509 -92	-15%	-$9.16K	0.01%	321
2025 Q3	$60.3K	Hold	601	–	–	0.01%	315
2025 Q2	$58K	Hold	601	–	–	0.01%	313
2025 Q1	$59.6K	Hold	601	–	–	0.01%	307
2024 Q4	$59.4K	Hold	601	–	–	0.01%	305
2024 Q3	$64.1K	Hold	601	–	–	0.01%	315
2024 Q2	$56K	Hold	601	–	–	0.01%	335
2024 Q1	$56.6K	Hold	601	–	–	0.01%	342
2023 Q4	$57.3K	Hold	601	–	–	0.01%	315
2023 Q3	$49.8K	Hold	601	–	–	0.01%	306
2023 Q2	$54.4K	Hold	601	–	–	0.01%	301
2023 Q1	$53.4K	Sell	601 -148	-20%	-$13.5K	0.01%	296
2022 Q4	$65.3K	Sell	749 -50	-6%	-$4.38K	0.01%	271
2022 Q3	$67K	Hold	799	–	–	0.01%	256
2022 Q2	$76K	Hold	799	–	–	0.01%	240
2022 Q1	$94K	Buy	799 +777	+3,532%	+$88.5K	0.02%	258
2021 Q4	$3K	Buy	+22	New	+$2.53K	﹤0.01%	470
2020 Q2	–	Sell	-3,141	Closed	-$227K	–	155
2020 Q1	$227K	Hold	3,141	–	–	0.07%	125
2019 Q4	$320K	Hold	3,141	–	–	0.08%	118
2019 Q3	$328K	Buy	+3,141	New	+$320K	0.09%	105