EWM
Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,542
| Closed | -$200K | – | 82 |
|
|
2015
Q2 | $200K | Buy |
+6,542
| New | +$200K | 0.12% | 82 |
|
|
2015
Q1 | – | Sell |
-10,542
| Closed | -$288K | – | 90 |
|
|
2014
Q4 | $288K | Sell |
10,542
-26
| -0.2% | -$710 | 0.19% | 65 |
|
|
2014
Q3 | $345K | Hold |
10,568
| – | – | 0.3% | 56 |
|
|
2014
Q2 | $373K | Hold |
10,568
| – | – | 0.32% | 47 |
|
|
2014
Q1 | $358K | Buy |
+10,568
| New | +$358K | 0.38% | 41 |
|