Cahill Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-7,652
| Closed | -$221K | – | 217 |
|
2022
Q2 | $221K | Buy |
7,652
+91
| +1% | +$2.63K | 0.05% | 198 |
|
2022
Q1 | $266K | Hold |
7,561
| – | – | 0.05% | 197 |
|
2021
Q4 | $286K | Buy |
7,561
+135
| +2% | +$5.11K | 0.06% | 195 |
|
2021
Q3 | $286K | Sell |
7,426
-2,023
| -21% | -$77.9K | 0.06% | 194 |
|
2021
Q2 | $365K | Sell |
9,449
-24
| -0.3% | -$927 | 0.08% | 163 |
|
2021
Q1 | $354K | Sell |
9,473
-5,776
| -38% | -$216K | 0.09% | 157 |
|
2020
Q4 | $540K | Buy |
+15,249
| New | +$540K | 0.14% | 123 |
|