Integrated Wealth Concepts’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-9,265
| Closed | -$287K | – | 1787 |
|
2024
Q4 | $287K | Sell |
9,265
-153
| -2% | -$4.74K | ﹤0.01% | 1395 |
|
2024
Q3 | $321K | Sell |
9,418
-1,473
| -14% | -$50.3K | ﹤0.01% | 1296 |
|
2024
Q2 | $346K | Sell |
10,891
-128
| -1% | -$4.06K | ﹤0.01% | 1242 |
|
2024
Q1 | $358K | Buy |
11,019
+1,980
| +22% | +$64.3K | 0.01% | 1227 |
|
2023
Q4 | $287K | Sell |
9,039
-1,303
| -13% | -$41.4K | ﹤0.01% | 1289 |
|
2023
Q3 | $301K | Sell |
10,342
-4,792
| -32% | -$140K | 0.01% | 1229 |
|
2023
Q2 | $462K | Buy |
+15,134
| New | +$462K | 0.01% | 1015 |
|