Kohmann Bosshard Financial Services’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio RWR Stock Details RWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$575K	Sell	5,692 -35	-0.6%	-$3.61K	0.06%	114
2025 Q4	$563K	Hold	5,727	–	–	0.05%	144
2025 Q3	$574K	Hold	5,727	–	–	0.06%	122
2025 Q2	$552K	Hold	5,727	–	–	0.06%	108
2025 Q1	$568K	Sell	5,727 -28	-0.5%	-$2.8K	0.07%	113
2024 Q4	$569K	Sell	5,755 -360	-6%	-$37.5K	0.07%	106
2024 Q3	$653K	Hold	6,115	–	–	0.08%	97
2024 Q2	$569K	Sell	6,115 -30	-0.5%	-$2.72K	0.08%	102
2024 Q1	$579K	Hold	6,145	–	–	0.08%	102
2023 Q4	$586K	Sell	6,145 -35	-0.6%	-$3.01K	0.09%	97
2023 Q3	$513K	Hold	6,180	–	–	0.09%	99
2023 Q2	$559K	Buy	6,180 +312	+5%	+$27.5K	0.1%	93
2023 Q1	$521K	Sell	5,868 -40	-0.7%	-$3.65K	0.1%	86
2022 Q4	$515K	Hold	5,908	–	–	0.1%	85
2022 Q3	$498K	Sell	5,908 -318	-5%	-$31K	0.11%	77
2022 Q2	$592K	Sell	6,226 -135	-2%	-$14.3K	0.13%	70
2022 Q1	$746K	Hold	6,361	–	–	0.15%	62
2021 Q4	$777K	Hold	6,361	–	–	0.16%	59
2021 Q3	$671K	Sell	6,361 -123	-2%	-$13.5K	0.15%	61
2021 Q2	$680K	Hold	6,484	–	–	0.16%	57
2021 Q1	$614K	Hold	6,484	–	–	0.17%	60
2020 Q4	$562K	Hold	6,484	–	–	0.18%	60
2020 Q3	$506K	Sell	6,484 -628	-9%	-$50K	0.18%	60
2020 Q2	$555K	Sell	7,112 -732	-9%	-$56K	0.21%	55
2020 Q1	$566K	Sell	7,844 -20	-0.3%	-$1.89K	0.25%	53
2019 Q4	$802K	Buy	7,864 +84	+1%	+$8.69K	0.3%	42
2019 Q3	$814K	Sell	7,780 -20	-0.3%	-$2.04K	0.32%	40
2019 Q2	$771K	Sell	7,800 -8	-0.1%	-$795	0.32%	41
2019 Q1	$772K	Sell	7,808 -55	-0.7%	-$5.21K	0.36%	41
2018 Q4	$676K	Sell	7,863 -35	-0.4%	-$3.2K	0.37%	44
2018 Q3	$736K	Buy	7,898 +587	+8%	+$55.7K	0.36%	37
2018 Q2	$687K	Sell	7,311 -125	-2%	-$11.1K	0.39%	35
2018 Q1	$641K	Hold	7,436	–	–	0.38%	36
2017 Q4	$697K	Hold	7,436	–	–	0.45%	35
2017 Q3	$688K	Buy	+7,436	New	+$691K	0.48%	37
2017 Q1	$744K	Buy	8,064 +93	+1%	+$8.65K	0.63%	34
2016 Q4	$743K	Buy	+7,971	New	+$730K	0.69%	34