GYL Financial Synergies’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
2024 Q3	$223K	Sell	2,085 -110	-5%	-$11.1K	0.02%	346
2024 Q2	$204K	Sell	2,195 -50	-2%	-$4.54K	0.02%	361
2024 Q1	$212K	Hold	2,245	–	–	0.02%	352
2023 Q4	$214K	Buy	+2,245	New	+$193K	0.02%	343
2022 Q2	–	Sell	-2,123	Closed	-$249K	–	207
2022 Q1	$249K	Sell	2,123 -759	-26%	-$86.5K	0.06%	177
2021 Q4	$352K	Buy	2,882 +572	+25%	+$65.9K	0.1%	153
2021 Q3	$244K	Buy	2,310 +179	+8%	+$19.6K	0.12%	163
2021 Q2	$224K	Buy	+2,131	New	+$218K	0.12%	168
2020 Q2	–	Sell	-18,334	Closed	-$1.32M	–	163
2020 Q1	$1.32M	Sell	18,334 -2,085	-10%	-$197K	0.85%	19
2019 Q4	$2.08M	Sell	20,419 -768	-4%	-$79.5K	0.92%	15
2019 Q3	$2.22M	Buy	21,187 +3	+0%	+$306	1.1%	15
2019 Q2	$2.09M	Sell	21,184 -1,695	-7%	-$168K	1.11%	15
2019 Q1	$2.26M	Sell	22,879 -7,269	-24%	-$689K	1.27%	14
2018 Q4	$2.59M	Buy	+30,148	New	+$2.76M	1.88%	9