EverSource Wealth Advisors’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	$11.1K	Hold	110	–	–	﹤0.01%	2858
2025 Q4	$10.8K	Hold	110	–	–	﹤0.01%	2759
2025 Q3	$11K	Hold	110	–	–	﹤0.01%	2771
2025 Q2	$10.6K	Hold	110	–	–	﹤0.01%	2770
2025 Q1	$10.9K	Hold	110	–	–	﹤0.01%	2067
2024 Q4	$10.9K	Hold	110	–	–	﹤0.01%	1948
2024 Q3	$11.7K	Sell	110 -288	-72%	-$29.2K	﹤0.01%	1766
2024 Q2	$39.2K	Buy	398 +288	+262%	+$26.1K	﹤0.01%	1204
2024 Q1	$9.61K	Hold	110	–	–	﹤0.01%	1708
2023 Q4	$10.5K	Sell	110 -50	-31%	-$4.3K	﹤0.01%	1538
2023 Q3	$13.3K	Hold	160	–	–	﹤0.01%	1298
2023 Q2	$14.5K	Sell	160 -200	-56%	-$17.7K	﹤0.01%	1284
2023 Q1	$32K	Buy	360 +60	+20%	+$5.48K	﹤0.01%	941
2022 Q4	$26.1K	Buy	+300	New	+$26.3K	﹤0.01%	983