Physician Wealth Advisors’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	$6.91K	Hold	151	–	–	﹤0.01%	907
2025 Q4	$6.8K	Hold	151	–	–	﹤0.01%	882
2025 Q3	$6.91K	Sell	151 -951	-86%	-$42.6K	﹤0.01%	849
2025 Q2	$48.6K	Hold	1,102	–	–	0.01%	347
2025 Q1	$48.1K	Hold	1,102	–	–	0.01%	343
2024 Q4	$47.3K	Buy	+1,102	New	+$50.1K	0.01%	354
2022 Q1	–	Sell	-6,744	Closed	-$371K	–	164
2021 Q4	$371K	Sell	6,744 -215	-3%	-$11.7K	0.1%	107
2021 Q3	$373K	Buy	6,959 +25	+0.4%	+$1.33K	0.1%	100
2021 Q2	$369K	Sell	6,934 -2,309	-25%	-$117K	0.11%	99
2021 Q1	$444K	Sell	9,243 -621	-6%	-$28.4K	0.14%	85
2020 Q4	$450K	Buy	9,864 +113	+1%	+$4.77K	0.15%	83
2020 Q3	$380K	Buy	9,751 +355	+4%	+$14.2K	0.15%	85
2020 Q2	$385K	Buy	9,396 +510	+6%	+$19.5K	0.16%	81
2020 Q1	$324K	Sell	8,886 -2,357	-21%	-$112K	0.16%	78
2019 Q4	$580K	Sell	11,243 -337	-3%	-$17.5K	0.26%	54
2019 Q3	$600K	Buy	+11,580	New	+$588K	0.29%	53