Heritage 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
2023 Q3	–	Sell	-605	Closed	-$54.7K	–	560
2023 Q2	$54.7K	Hold	605	–	–	﹤0.01%	316
2023 Q1	$53.7K	Hold	605	–	–	﹤0.01%	313
2022 Q4	$52.7K	Hold	605	–	–	﹤0.01%	320
2022 Q3	$51K	Hold	605	–	–	﹤0.01%	296
2022 Q2	$58K	Hold	605	–	–	﹤0.01%	312
2022 Q1	$71K	Hold	605	–	–	﹤0.01%	282
2021 Q4	$74K	Hold	605	–	–	﹤0.01%	289
2021 Q3	$63.8K	Hold	605	–	–	﹤0.01%	297
2021 Q2	$63.5K	Hold	605	–	–	﹤0.01%	303
2021 Q1	$57.3K	Hold	605	–	–	﹤0.01%	319
2020 Q4	$52K	Hold	605	–	–	﹤0.01%	323
2020 Q3	$47.2K	Hold	605	–	–	0.01%	271
2020 Q2	$47.2K	Hold	605	–	–	0.01%	257
2020 Q1	$43.7K	Hold	605	–	–	0.01%	258
2019 Q4	$61.7K	Hold	605	–	–	0.01%	282
2019 Q3	$63K	Hold	605	–	–	0.01%	252
2019 Q2	$59.8K	Hold	605	–	–	0.01%	233
2019 Q1	$59.8K	Hold	605	–	–	0.01%	213
2018 Q4	$52K	Hold	605	–	–	0.01%	193
2018 Q3	$56K	Buy	+605	New	+$57.4K	0.01%	191