Baker Tilly Wealth Management’s SPDR S&P International Small Cap ETF GWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,141
| Closed | -$232K | – | 334 |
|
|
2024
Q1 | $232K | Sell |
7,141
-1,700
| -19% | -$55.2K | 0.04% | 388 |
|
|
2023
Q4 | $281K | Buy |
8,841
+1,116
| +14% | +$35.4K | 0.05% | 394 |
|
|
2023
Q3 | $225K | Sell |
7,725
-1,323
| -15% | -$38.6K | 0.04% | 418 |
|
|
2023
Q2 | $276K | Sell |
9,048
-95
| -1% | -$2.9K | 0.03% | 465 |
|
|
2023
Q1 | $283K | Buy |
9,143
+1,498
| +20% | +$46.4K | 0.03% | 462 |
|
|
2022
Q4 | $225K | Buy |
+7,645
| New | +$225K | 0.03% | 491 |
|
|
2022
Q2 | – | Sell |
-6,163
| Closed | -$217K | – | 510 |
|
|
2022
Q1 | $217K | Buy |
6,163
+257
| +4% | +$9.05K | 0.02% | 486 |
|
|
2021
Q4 | $223K | Buy |
+5,906
| New | +$223K | 0.02% | 486 |
|