GeoWealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $606K | Sell |
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|
2025
Q2 | $590K | Sell |
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|
2025
Q1 | $539K | Sell |
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|
2024
Q4 | $2.55M | Buy |
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|
2024
Q3 | $2.65M | Buy |
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|
2024
Q2 | $604K | Sell |
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|
2024
Q1 | $2.22M | Sell |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $1.9M | Buy |
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|
2023
Q2 | $1.79M | Buy |
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|
2023
Q1 | $1.58M | Buy |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $886K | Buy |
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|
2022
Q2 | $724K | Buy |
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|
2022
Q1 | $793K | Sell |
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|
2021
Q4 | $852K | Buy |
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|
2021
Q3 | $774K | Sell |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $579K | Buy |
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|
2020
Q2 | $276K | Buy |
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|
2020
Q1 | $214K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $284K | Buy |
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