Financial Perspectives’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	$9.09K	Hold	90	–	–	﹤0.01%	540
2025 Q4	$8.84K	Hold	90	–	–	﹤0.01%	538
2025 Q3	$9.03K	Hold	90	–	–	﹤0.01%	530
2025 Q2	$8.68K	Hold	90	–	–	﹤0.01%	525
2025 Q1	$8.92K	Hold	90	–	–	﹤0.01%	515
2024 Q4	$8.9K	Hold	90	–	–	﹤0.01%	517
2024 Q3	$9.61K	Hold	90	–	–	﹤0.01%	479
2024 Q2	$8.38K	Hold	90	–	–	﹤0.01%	485
2024 Q1	$8.48K	Hold	90	–	–	﹤0.01%	478
2023 Q4	$8.58K	Hold	90	–	–	﹤0.01%	489
2023 Q3	$7.46K	Hold	90	–	–	﹤0.01%	485
2023 Q2	$8.14K	Hold	90	–	–	﹤0.01%	467
2023 Q1	$7.99K	Hold	90	–	–	﹤0.01%	465
2022 Q4	$7.84K	Hold	90	–	–	﹤0.01%	469
2022 Q3	$7.58K	Hold	90	–	–	﹤0.01%	462
2022 Q2	$8.56K	Hold	90	–	–	﹤0.01%	458
2022 Q1	$10.6K	Hold	90	–	–	﹤0.01%	452
2021 Q4	$11K	Hold	90	–	–	0.01%	434
2021 Q3	$9.49K	Hold	90	–	–	﹤0.01%	447
2021 Q2	$9.44K	Sell	90 -8,430	-99%	-$863K	﹤0.01%	468
2021 Q1	$90K	Buy	8,520 +8,430	+9,367%	+$763K	﹤0.01%	521
2020 Q4	$7.8K	Hold	90	–	–	﹤0.01%	425
2020 Q3	$7.02K	Hold	90	–	–	﹤0.01%	394
2020 Q2	$7.02K	Hold	90	–	–	0.01%	378
2020 Q1	$6.5K	Hold	90	–	–	0.01%	361
2019 Q4	$9.18K	Buy	+90	New	+$9.31K	0.01%	339