Joseph Group Capital Management’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
2026 Q1	$69.6K	Buy	1,520 +335	+28%	+$15.8K	0.02%	92
2025 Q4	$53.3K	Buy	1,185 +22	+2%	+$1K	0.01%	86
2025 Q3	$53.2K	Sell	1,163 -22	-2%	-$986	0.02%	76
2025 Q2	$52.3K	Sell	1,185 -109	-8%	-$4.74K	0.02%	71
2025 Q1	$56.5K	Buy	1,294 +106	+9%	+$4.63K	0.02%	68
2024 Q4	$51K	Sell	1,188 -22	-2%	-$999	0.02%	69
2024 Q3	$57.5K	Sell	1,210 -278	-19%	-$12.5K	0.02%	66
2024 Q2	$61.8K	Sell	1,488 -1,116	-43%	-$46K	0.03%	58
2024 Q1	$112K	Buy	2,604 +961	+58%	+$40.6K	0.06%	53
2023 Q4	$71.8K	Buy	1,643 +295	+22%	+$11.7K	0.04%	61
2023 Q3	$51.5K	Sell	1,348 -593	-31%	-$24.3K	0.04%	62
2023 Q2	$79.7K	Buy	1,941 +40	+2%	+$1.64K	0.07%	55
2023 Q1	$78.2K	Buy	1,901 +114	+6%	+$4.84K	0.07%	59
2022 Q4	$73K	Sell	1,787 -58,256	-97%	-$2.36M	0.07%	63
2022 Q3	$2.32M	Buy	60,043 +5,998	+11%	+$269K	2.54%	6
2022 Q2	$2.39M	Buy	54,045 +5,903	+12%	+$289K	2.39%	7
2022 Q1	$2.6M	Buy	48,142 +1,239	+3%	+$65.6K	2.62%	7
2021 Q4	$2.65M	Buy	+46,903	New	+$2.55M	2.55%	7