Phillips Financial Management’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
2024 Q4	–	Sell	-5,469	Closed	-$260K	–	273
2024 Q3	$260K	Buy	5,469 +718	+15%	+$32.4K	0.02%	161
2024 Q2	$197K	Buy	4,751 +47	+1%	+$1.94K	0.02%	182
2024 Q1	$201K	Buy	4,704 +28	+0.6%	+$1.18K	0.02%	180
2023 Q4	$204K	Sell	4,676 -101	-2%	-$3.99K	0.02%	164
2023 Q3	$182K	Buy	4,777 +48	+1%	+$1.97K	0.02%	161
2023 Q2	$194K	Buy	4,729 +47	+1%	+$1.92K	0.02%	161
2023 Q1	$193K	Buy	4,682 +32	+0.7%	+$1.36K	0.02%	162
2022 Q4	$190K	Buy	4,650 +1,005	+28%	+$40.7K	0.02%	149
2022 Q3	$141K	Buy	+3,645	New	+$163K	0.02%	151