Integrated Wealth Concepts’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,286	Closed	-$204K	–	1777
2024 Q3	$204K	Sell	4,286 -1,182	-22%	-$53.3K	﹤0.01%	1552
2024 Q2	$227K	Sell	5,468 -2,933	-35%	-$121K	﹤0.01%	1466
2024 Q1	$360K	Buy	8,401 +1,535	+22%	+$64.8K	0.01%	1222
2023 Q4	$300K	Sell	6,866 -3,640	-35%	-$144K	﹤0.01%	1268
2023 Q3	$401K	Buy	10,506 +817	+8%	+$33.5K	0.01%	1079
2023 Q2	$398K	Buy	+9,689	New	+$396K	0.01%	1096
2019 Q4	–	Sell	-4,921	Closed	-$255K	–	488
2019 Q3	$255K	Sell	4,921 -1,092	-18%	-$55.5K	0.03%	346
2019 Q2	$210K	Buy	6,013 +423	+8%	+$21.1K	0.03%	353
2019 Q1	$280K	Buy	+5,590	New	+$270K	0.05%	250