Tempus Wealth Planning’s SPDR Dow Jones REIT ETF RWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Sell
3,194
-125
-4% -$12.1K 0.08% 209
2025
Q1
$329K Buy
3,319
+2
+0.1% +$198 0.1% 194
2024
Q4
$328K Sell
3,317
-24
-0.7% -$2.37K 0.1% 180
2024
Q3
$357K Buy
+3,341
New +$357K 0.13% 156