Walkner Condon Financial 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	$204K	Sell	4,466 -267	-6%	-$12.6K	0.03%	307
2025 Q4	$213K	Buy	4,733 +40	+0.9%	+$1.82K	0.03%	291
2025 Q3	$215K	Buy	+4,693	New	+$210K	0.03%	283
2025 Q2	–	Sell	-7,846	Closed	-$342K	–	285
2025 Q1	$342K	Sell	7,846 -23,382	-75%	-$1.02M	0.07%	188
2024 Q4	$1.34M	Buy	31,228 +2,422	+8%	+$110K	0.27%	77
2024 Q3	$1.37M	Buy	+28,806	New	+$1.3M	0.28%	77
2023 Q3	–	Sell	-5,096	Closed	-$209K	–	252
2023 Q2	$209K	Buy	+5,096	New	+$208K	0.06%	227
2020 Q1	–	Sell	-5,670	Closed	-$292K	–	63
2019 Q4	$292K	Buy	+5,670	New	+$295K	0.28%	50