Elm Advisors’s SPDR S&P International Small Cap ETF GWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $541K | Sell |
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|
2021
Q3 | $575K | Hold |
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|
2021
Q2 | $577K | Hold |
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|
2021
Q1 | $558K | Sell |
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|
2020
Q4 | $532K | Sell |
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|
2020
Q3 | $459K | Sell |
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|
2020
Q2 | $449K | Sell |
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|
2020
Q1 | $381K | Hold |
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|
2019
Q4 | $533K | Sell |
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|
2019
Q3 | $493K | Buy |
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|
2019
Q2 | $502K | Buy |
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|
2019
Q1 | $502K | Buy |
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|
2018
Q4 | $447K | Hold |
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|
2018
Q3 | $550K | Buy |
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|
2018
Q2 | $542K | Hold |
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|
2018
Q1 | $559K | Buy |
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|
2017
Q4 | $542K | Buy |
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|
2017
Q3 | $490K | Sell |
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|
2017
Q2 | $482K | Buy |
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|
2017
Q1 | $446K | Hold |
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|
2016
Q4 | $410K | Hold |
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|
2016
Q3 | $444K | Sell |
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|
2016
Q2 | $457K | Hold |
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|
2016
Q1 | $449K | Hold |
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|
2015
Q4 | $444K | Sell |
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|
2015
Q3 | $433K | Hold |
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|
2015
Q2 | $481K | Buy |
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|
2015
Q1 | $454K | Hold |
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|
2014
Q4 | $428K | Buy |
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|
2014
Q3 | $512K | Hold |
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|
2014
Q2 | $552K | Hold |
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|
2014
Q1 | $530K | Hold |
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|
2013
Q4 | $525K | Buy |
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