Phillips Financial Management’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$1.73K | ﹤0.01% | 221 |
|
|
2023
Q1 | $10.4K | Hold |
395
| – | – | ﹤0.01% | 223 |
|
|
2022
Q4 | $10.6K | Sell |
395
-369
| -48% | -$9.88K | ﹤0.01% | 210 |
|
|
2022
Q3 | $18K | Buy |
+764
| New | +$18K | ﹤0.01% | 193 |
|
|
2015
Q1 | – | Sell |
-11,001
| Closed | -$459K | – | 67 |
|
|
2014
Q4 | $459K | Sell |
11,001
-34
| -0.3% | -$1.42K | 0.13% | 63 |
|
|
2014
Q3 | $445K | Sell |
11,035
-424
| -4% | -$17.1K | 0.13% | 67 |
|
|
2014
Q2 | $507K | Sell |
11,459
-288
| -2% | -$12.7K | 0.15% | 61 |
|
|
2014
Q1 | $497K | Buy |
11,747
+151
| +1% | +$6.39K | 0.16% | 63 |
|
|
2013
Q4 | $471K | Buy |
11,596
+6
| +0.1% | +$244 | 0.16% | 59 |
|
|
2013
Q3 | $488K | Sell |
11,590
-2,053
| -15% | -$86.4K | 0.17% | 57 |
|
|
2013
Q2 | $562K | Buy |
+13,643
| New | +$562K | 0.2% | 52 |
|