Emery Howard Portfolio 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-6,756
| Closed | -$237K | – | 35 |
|
2017
Q3 | $237K | Hold |
6,756
| – | – | 0.05% | 32 |
|
2017
Q2 | $225K | Hold |
6,756
| – | – | 0.05% | 32 |
|
2017
Q1 | $213K | Buy |
+6,756
| New | +$213K | 0.05% | 32 |
|
2016
Q4 | – | Sell |
-6,496
| Closed | -$204K | – | 34 |
|
2016
Q3 | $204K | Buy |
+6,496
| New | +$204K | 0.05% | 32 |
|
2015
Q1 | – | Sell |
-33,346
| Closed | -$911K | – | 32 |
|
2014
Q4 | $911K | Sell |
33,346
-405
| -1% | -$11.1K | 0.26% | 22 |
|
2014
Q3 | $1.1M | Sell |
33,751
-521
| -2% | -$17K | 0.35% | 21 |
|
2014
Q2 | $1.21M | Sell |
34,272
-149
| -0.4% | -$5.26K | 0.37% | 19 |
|
2014
Q1 | $1.17M | Buy |
34,421
+816
| +2% | +$27.7K | 0.38% | 18 |
|
2013
Q4 | $1.13M | Hold |
33,605
| – | – | 0.38% | 20 |
|
2013
Q3 | $1.1M | Buy |
33,605
+224
| +0.7% | +$7.33K | 0.4% | 20 |
|
2013
Q2 | $963K | Buy |
+33,381
| New | +$963K | 0.37% | 18 |
|