Phillips Financial Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-325	Closed	-$7.49K	–	264
2024 Q4	$7.49K	Hold	325	–	–	﹤0.01%	246
2024 Q3	$8.96K	Hold	325	–	–	﹤0.01%	256
2024 Q2	$7.8K	Hold	325	–	–	﹤0.01%	252
2024 Q1	$8.48K	Hold	325	–	–	﹤0.01%	243
2023 Q4	$8.87K	Hold	325	–	–	﹤0.01%	227
2023 Q3	$7.73K	Hold	325	–	–	﹤0.01%	225
2023 Q2	$8.05K	Sell	325 -70	-18%	-$1.84K	﹤0.01%	221
2023 Q1	$10.4K	Hold	395	–	–	﹤0.01%	223
2022 Q4	$10.6K	Sell	395 -369	-48%	-$9.44K	﹤0.01%	210
2022 Q3	$18K	Buy	+764	New	+$21.3K	﹤0.01%	193
2015 Q1	–	Sell	-11,001	Closed	-$459K	–	67
2014 Q4	$459K	Sell	11,001 -34	-0.3%	-$1.43K	0.13%	63
2014 Q3	$445K	Sell	11,035 -424	-4%	-$18.6K	0.13%	67
2014 Q2	$507K	Sell	11,459 -288	-2%	-$12.4K	0.15%	61
2014 Q1	$497K	Buy	11,747 +151	+1%	+$6.14K	0.16%	63
2013 Q4	$471K	Buy	11,596 +6	+0.1%	+$253	0.16%	59
2013 Q3	$488K	Sell	11,590 -2,053	-15%	-$83.7K	0.17%	57
2013 Q2	$562K	Buy	+13,643	New	+$591K	0.2%	52