Founders Financial Alliance’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	$15.7K	Hold	155	–	–	﹤0.01%	595
2025 Q4	$15.2K	Hold	155	–	–	﹤0.01%	484
2025 Q3	$15.5K	Hold	155	–	–	﹤0.01%	577
2025 Q2	$14.9K	Hold	155	–	–	﹤0.01%	443
2025 Q1	$15.4K	Hold	155	–	–	﹤0.01%	508
2024 Q4	$15.3K	Hold	155	–	–	﹤0.01%	456
2024 Q3	$16.5K	Hold	155	–	–	﹤0.01%	461
2024 Q2	$14.4K	Buy	155 +6	+4%	+$544	﹤0.01%	451
2024 Q1	$14K	Buy	149 +10	+7%	+$930	﹤0.01%	458
2023 Q4	$13.2K	Sell	139 -82	-37%	-$7.05K	0.01%	414
2023 Q3	$18.3K	Sell	221 -15	-6%	-$1.35K	0.01%	390
2023 Q2	$21.3K	Buy	236 +97	+70%	+$8.56K	0.01%	410
2023 Q1	$12.3K	Buy	139 +21	+18%	+$1.92K	0.01%	392
2022 Q4	$10.3K	Hold	118	–	–	﹤0.01%	419
2022 Q3	$10K	Sell	118 -246	-68%	-$24K	0.01%	419
2022 Q2	$35K	Buy	364 +246	+208%	+$26K	0.02%	372
2022 Q1	$14K	Buy	118 +18	+18%	+$2.05K	0.01%	376
2021 Q4	$12K	Hold	100	–	–	﹤0.01%	419
2021 Q3	$11K	Hold	100	–	–	0.01%	395
2021 Q2	$10K	Hold	100	–	–	﹤0.01%	422
2021 Q1	$10K	Hold	100	–	–	﹤0.01%	403
2020 Q4	$9K	Hold	100	–	–	0.01%	374
2020 Q3	$8K	Buy	+100	New	+$7.95K	﹤0.01%	844