Forum Financial 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	$407K	Hold	4,032	–	–	0.01%	223
2025 Q4	$396K	Hold	4,032	–	–	0.01%	606
2025 Q3	$404K	Hold	4,032	–	–	0.01%	565
2025 Q2	$389K	Hold	4,032	–	–	0.01%	522
2025 Q1	$400K	Hold	4,032	–	–	0.01%	455
2024 Q4	$399K	Hold	4,032	–	–	0.01%	480
2024 Q3	$430K	Sell	4,032 -72	-2%	-$7.29K	0.01%	381
2024 Q2	$382K	Sell	4,104 -1,875	-31%	-$170K	0.01%	402
2024 Q1	$564K	Hold	5,979	–	–	0.01%	292
2023 Q4	$570K	Sell	5,979 -1,544	-21%	-$133K	0.01%	258
2023 Q3	$624K	Sell	7,523 -2	-0%	-$180	0.01%	230
2023 Q2	$681K	Hold	7,525	–	–	0.02%	226
2023 Q1	$668K	Hold	7,525	–	–	0.02%	204
2022 Q4	$656K	Hold	7,525	–	–	0.02%	198
2022 Q3	$634K	Sell	7,525 -134	-2%	-$13.1K	0.03%	178
2022 Q2	$728K	Sell	7,659 -61	-0.8%	-$6.45K	0.04%	160
2022 Q1	$905K	Sell	7,720 -24	-0.3%	-$2.73K	0.04%	138
2021 Q4	$946K	Buy	+7,744	New	+$892K	0.05%	138