Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $58.1K | Buy |
1,976
+988
| +100% | +$29.1K | 0.01% | 480 |
|
|
2022
Q3 | $26K | Sell |
988
-464
| -32% | -$12.2K | 0.01% | 486 |
|
|
2022
Q2 | $42K | Sell |
1,452
-99
| -6% | -$2.86K | 0.01% | 449 |
|
|
2022
Q1 | $55K | Buy |
+1,551
| New | +$55K | 0.01% | 460 |
|
|
2021
Q3 | $68K | Sell |
1,765
-298
| -14% | -$11.5K | 0.02% | 407 |
|
|
2021
Q2 | $80K | Sell |
2,063
-174
| -8% | -$6.75K | 0.03% | 376 |
|
|
2021
Q1 | $84K | Buy |
+2,237
| New | +$84K | 0.05% | 275 |
|