L.J. Altfest & Co’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	$1.8M	Sell	39,349 -120	-0.3%	-$5.67K	0.19%	93
2025 Q4	$1.78M	Sell	39,469 -47	-0.1%	-$2.14K	0.19%	89
2025 Q3	$1.81M	Sell	39,516 -71	-0.2%	-$3.18K	0.2%	82
2025 Q2	$1.75M	Sell	39,587 -472	-1%	-$20.5K	0.21%	83
2025 Q1	$1.75M	Sell	40,059 -530	-1%	-$23.1K	0.22%	79
2024 Q4	$1.74M	Buy	40,589 +1,915	+5%	+$87K	0.22%	79
2024 Q3	$1.84M	Buy	38,674 +251	+0.7%	+$11.3K	0.24%	75
2024 Q2	$1.6M	Sell	38,423 -1,765	-4%	-$72.7K	0.22%	76
2024 Q1	$1.72M	Sell	40,188 -108,761	-73%	-$4.59M	0.24%	70
2023 Q4	$6.51M	Buy	148,949 +113,026	+315%	+$4.46M	0.94%	26
2023 Q3	$1.37M	Buy	35,923 +2,195	+7%	+$90K	0.22%	76
2023 Q2	$1.39M	Sell	33,728 -3,534	-9%	-$145K	0.21%	78
2023 Q1	$1.53M	Sell	37,262 -7,074	-16%	-$301K	0.24%	63
2022 Q4	$1.81M	Buy	44,336 +2,478	+6%	+$100K	0.3%	63
2022 Q3	$1.62M	Buy	41,858 +9,871	+31%	+$442K	0.3%	52
2022 Q2	$1.41M	Sell	31,987 -2,387	-7%	-$117K	0.25%	61
2022 Q1	$1.86M	Buy	34,374 +3,280	+11%	+$174K	0.33%	52
2021 Q4	$1.76M	Buy	31,094 +2,271	+8%	+$123K	0.34%	57
2021 Q3	$1.47M	Buy	28,823 +34	+0.1%	+$1.81K	0.31%	52
2021 Q2	$1.48M	Buy	28,789 +656	+2%	+$33.3K	0.32%	55
2021 Q1	$1.33M	Sell	28,133 -6,143	-18%	-$280K	0.31%	61
2020 Q4	$1.52M	Buy	34,276 +9,502	+38%	+$401K	0.37%	46
2020 Q3	$979K	Sell	24,774 -3,855	-13%	-$154K	0.26%	67
2020 Q2	$1.12M	Sell	28,629 -2,978	-9%	-$114K	0.32%	51
2020 Q1	$1.14M	Sell	31,607 -1,745	-5%	-$82.9K	0.36%	48
2019 Q4	$1.72M	Buy	33,352 +905	+3%	+$47.1K	0.43%	37
2019 Q3	$1.68M	Sell	32,447 -2,356	-7%	-$120K	0.43%	36
2019 Q2	$1.74M	Sell	34,803 -1,222	-3%	-$61.1K	0.46%	40
2019 Q1	$1.8M	Sell	36,025 -439	-1%	-$21.2K	0.44%	39
2018 Q4	$1.61M	Buy	+36,464	New	+$1.69M	0.45%	35