Howe & Rusling’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
2025 Q3	–	Sell	-115	Closed	-$11.1K	–	486
2025 Q2	$11.1K	Buy	115 +78	+211%	+$7.49K	﹤0.01%	411
2025 Q1	$3.67K	Buy	+37	New	+$3.69K	﹤0.01%	413
2024 Q2	–	Sell	-157	Closed	-$14.8K	–	385
2024 Q1	$14.8K	Buy	157 +137	+685%	+$12.7K	﹤0.01%	329
2023 Q4	$1.91K	Buy	+20	New	+$1.72K	﹤0.01%	365
2023 Q1	–	Sell	-20	Closed	-$1.74K	–	330
2022 Q4	$1.74K	Hold	20	–	–	﹤0.01%	310
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	901
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	886
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	881
2021 Q4	$2K	Buy	+20	New	+$2.3K	﹤0.01%	877
2016 Q2	–	Sell	-45	Closed	-$4K	–	1038
2016 Q1	$4K	Buy	+45	New	+$4K	﹤0.01%	724