GPWA
Great Point Wealth Advisors’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-138,269
| Closed | -$7.81M | – | 57 |
|
|
2023
Q4 | $7.81M | Sell |
138,269
-3,699
| -3% | -$209K | 2.03% | 18 |
|
|
2023
Q3 | $7.59M | Sell |
141,968
-791
| -0.6% | -$42.3K | 2.28% | 17 |
|
|
2023
Q2 | $7.5M | Sell |
142,759
-670
| -0.5% | -$35.2K | 2.25% | 18 |
|
|
2023
Q1 | $7.26M | Sell |
143,429
-3,085
| -2% | -$156K | 2.3% | 17 |
|
|
2022
Q4 | $7.17M | Buy |
146,514
+42,720
| +41% | +$2.09M | 2.4% | 16 |
|
|
2022
Q3 | $4.73M | Sell |
103,794
-5,128
| -5% | -$234K | 1.76% | 21 |
|
|
2022
Q2 | $5.3M | Buy |
108,922
+36,911
| +51% | +$1.8M | 1.88% | 20 |
|
|
2022
Q1 | $4.08M | Sell |
72,011
-2,064
| -3% | -$117K | 1.27% | 19 |
|
|
2021
Q4 | $4.39M | Sell |
74,075
-306
| -0.4% | -$18.1K | 1.35% | 18 |
|
|
2021
Q3 | $4.36M | Sell |
74,381
-48
| -0.1% | -$2.82K | 1.5% | 17 |
|
|
2021
Q2 | $4.56M | Sell |
74,429
-1,294
| -2% | -$79.3K | 1.59% | 17 |
|
|
2021
Q1 | $4.19M | Sell |
75,723
-746
| -1% | -$41.3K | 1.6% | 14 |
|
|
2020
Q4 | $3.95M | Sell |
76,469
-4,147
| -5% | -$214K | 1.69% | 15 |
|
|
2020
Q3 | $3.29M | Hold |
80,616
| – | – | 1.7% | 13 |
|
|
2020
Q2 | $3.29M | Buy |
80,616
+7,976
| +11% | +$326K | 1.7% | 13 |
|
|
2020
Q1 | $2.41M | Buy |
72,640
+17,740
| +32% | +$587K | 2.01% | 13 |
|
|
2019
Q4 | $2.53M | Buy |
54,900
+171
| +0.3% | +$7.87K | 1.56% | 12 |
|
|
2019
Q3 | $2.38M | Sell |
54,729
-54
| -0.1% | -$2.35K | 1.62% | 12 |
|
|
2019
Q2 | $2.45M | Sell |
54,783
-896
| -2% | -$40K | 1.98% | 13 |
|
|
2019
Q1 | $2.48M | Sell |
55,679
-1,835
| -3% | -$81.8K | 2.11% | 13 |
|
|
2018
Q4 | $2.36M | Buy |
+57,514
| New | +$2.36M | 2.23% | 12 |
|