BSWM
Boston Standard Wealth Management’s SPDR S&P International Small Cap ETF GWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
10,016
-188
| -2% | -$6.98K | 0.07% | 35 |
|
|
2025
Q1 | $324K | Sell |
10,204
-102
| -1% | -$3.24K | 0.07% | 37 |
|
|
2024
Q4 | $319K | Buy |
10,306
+12
| +0.1% | +$371 | 0.06% | 38 |
|
|
2024
Q3 | $351K | Buy |
10,294
+90
| +0.9% | +$3.07K | 0.07% | 36 |
|
|
2024
Q2 | $324K | Buy |
10,204
+11
| +0.1% | +$349 | 0.07% | 37 |
|
|
2024
Q1 | $331K | Buy |
10,193
+747
| +8% | +$24.3K | 0.08% | 37 |
|
|
2023
Q4 | $275K | Hold |
9,446
| – | – | 0.07% | 38 |
|
|
2023
Q3 | $275K | Sell |
9,446
-44
| -0.5% | -$1.28K | 0.07% | 38 |
|
|
2023
Q2 | $290K | Hold |
9,490
| – | – | 0.07% | 36 |
|
|
2023
Q1 | $294K | Hold |
9,490
| – | – | 0.08% | 34 |
|
|
2022
Q4 | $279K | Buy |
9,490
+1,802
| +23% | +$53K | 0.08% | 35 |
|
|
2022
Q3 | $200K | Hold |
7,688
| – | – | 0.07% | 36 |
|
|
2022
Q2 | $222K | Hold |
7,688
| – | – | 0.07% | 37 |
|
|
2022
Q1 | $270K | Hold |
7,688
| – | – | 0.08% | 37 |
|
|
2021
Q4 | $290K | Buy |
7,688
+131
| +2% | +$4.94K | 0.08% | 34 |
|
|
2021
Q3 | $291K | Hold |
7,557
| – | – | 0.09% | 34 |
|
|
2021
Q2 | $292K | Buy |
7,557
+3
| +0% | +$116 | 0.09% | 33 |
|
|
2021
Q1 | $281K | Hold |
7,554
| – | – | 0.09% | 33 |
|
|
2020
Q4 | $267K | Sell |
7,554
-3,634
| -32% | -$128K | 0.1% | 34 |
|
|
2020
Q3 | $340K | Sell |
11,188
-5,262
| -32% | -$160K | 0.14% | 29 |
|
|
2020
Q2 | $450K | Sell |
16,450
-15,553
| -49% | -$425K | 0.2% | 25 |
|
|
2020
Q1 | $694K | Sell |
32,003
-19,601
| -38% | -$425K | 0.38% | 21 |
|
|
2019
Q4 | $1.64M | Sell |
51,604
-10,069
| -16% | -$321K | 0.73% | 15 |
|
|
2019
Q3 | $1.81M | Buy |
61,673
+1,612
| +3% | +$47.4K | 0.87% | 15 |
|
|
2019
Q2 | $1.82M | Buy |
60,061
+4,764
| +9% | +$144K | 0.89% | 15 |
|
|
2019
Q1 | $1.7M | Buy |
55,297
+4,847
| +10% | +$149K | 0.88% | 15 |
|
|
2018
Q4 | $1.41M | Buy |
50,450
+5,480
| +12% | +$153K | 0.84% | 16 |
|
|
2018
Q3 | $1.53M | Buy |
+44,970
| New | +$1.53M | 0.83% | 16 |
|
|
2018
Q1 | $1.27M | Buy |
35,839
+811
| +2% | +$28.7K | 0.79% | 20 |
|
|
2017
Q4 | $1.24M | Buy |
+35,028
| New | +$1.24M | 0.79% | 20 |
|