CPA
Clear Perspective Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-2,710
| Closed | -$93K | – | 255 |
|
2018
Q2 | $93K | Hold |
2,710
| – | – | 0.07% | 196 |
|
2018
Q1 | $96K | Hold |
2,710
| – | – | 0.07% | 195 |
|
2017
Q4 | $96K | Sell |
2,710
-100
| -4% | -$3.54K | 0.07% | 189 |
|
2017
Q3 | $98K | Buy |
2,810
+570
| +25% | +$19.9K | 0.08% | 184 |
|
2017
Q2 | $75K | Buy |
2,240
+140
| +7% | +$4.69K | 0.06% | 193 |
|
2017
Q1 | $66K | Hold |
2,100
| – | – | 0.04% | 193 |
|
2016
Q4 | $61K | Buy |
+2,100
| New | +$61K | 0.04% | 189 |
|