Jones Financial Companies’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
Q2 | $131K | Buy |
3,528
+444
| +14% | +$16.4K | ﹤0.01% | 1830 |
|
|
2025
Q1 | $99.4K | Hold |
3,084
| – | – | ﹤0.01% | 1776 |
|
|
2024
Q4 | $95.6K | Hold |
3,084
| – | – | ﹤0.01% | 1639 |
|
|
2024
Q3 | $105K | Buy |
3,084
+501
| +19% | +$17.1K | ﹤0.01% | 1384 |
|
|
2024
Q2 | $82K | Buy |
+2,583
| New | +$82K | ﹤0.01% | 1105 |
|
|
2022
Q2 | – | Sell |
-742
| Closed | -$26K | – | 777 |
|
|
2022
Q1 | $26K | Hold |
742
| – | – | ﹤0.01% | 411 |
|
|
2021
Q4 | $28K | Hold |
742
| – | – | ﹤0.01% | 421 |
|
|
2021
Q3 | $29K | Hold |
742
| – | – | ﹤0.01% | 390 |
|
|
2021
Q2 | $29K | Buy |
742
+372
| +101% | +$14.5K | ﹤0.01% | 365 |
|
|
2021
Q1 | $14K | Buy |
+370
| New | +$14K | ﹤0.01% | 497 |
|
|
2013
Q4 | – | Sell |
-240
| Closed | -$8K | – | 371 |
|
|
2013
Q3 | $8K | Buy |
+240
| New | +$8K | ﹤0.01% | 532 |
|