MWM
Mission Wealth Management’s SPDR S&P International Small Cap ETF GWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
75,638
-728
| -1% | -$27.1K | 0.06% | 168 |
|
|
2025
Q1 | $2.44M | Sell |
76,366
-1,115
| -1% | -$35.6K | 0.06% | 169 |
|
|
2024
Q4 | $2.4M | Buy |
77,481
+33,551
| +76% | +$1.04M | 0.06% | 157 |
|
|
2024
Q3 | $1.5M | Sell |
43,930
-83
| -0.2% | -$2.83K | 0.04% | 206 |
|
|
2024
Q2 | $1.4M | Sell |
44,013
-4,081
| -8% | -$130K | 0.04% | 202 |
|
|
2024
Q1 | $1.56M | Buy |
48,094
+5,758
| +14% | +$187K | 0.04% | 204 |
|
|
2023
Q4 | $1.34M | Buy |
42,336
+12,074
| +40% | +$383K | 0.04% | 190 |
|
|
2023
Q3 | $882K | Sell |
30,262
-1,772
| -6% | -$51.6K | 0.03% | 229 |
|
|
2023
Q2 | $977K | Sell |
32,034
-2,508
| -7% | -$76.5K | 0.04% | 213 |
|
|
2023
Q1 | $1.07M | Sell |
34,542
-6,924
| -17% | -$214K | 0.04% | 198 |
|
|
2022
Q4 | $1.22M | Buy |
41,466
+5,092
| +14% | +$150K | 0.06% | 169 |
|
|
2022
Q3 | $948K | Buy |
36,374
+20,847
| +134% | +$543K | 0.05% | 184 |
|
|
2022
Q2 | $449K | Sell |
15,527
-32,224
| -67% | -$932K | 0.02% | 306 |
|
|
2022
Q1 | $1.68M | Buy |
47,751
+38,404
| +411% | +$1.35M | 0.08% | 123 |
|
|
2021
Q4 | $353K | Buy |
9,347
+213
| +2% | +$8.04K | 0.02% | 373 |
|
|
2021
Q3 | $352K | Hold |
9,134
| – | – | 0.02% | 355 |
|
|
2021
Q2 | $353K | Sell |
9,134
-469
| -5% | -$18.1K | 0.02% | 351 |
|
|
2021
Q1 | $359K | Buy |
9,603
+483
| +5% | +$18.1K | 0.02% | 323 |
|
|
2020
Q4 | $323K | Buy |
9,120
+13
| +0.1% | +$460 | 0.02% | 328 |
|
|
2020
Q3 | $276K | Sell |
9,107
-3,900
| -30% | -$118K | 0.02% | 289 |
|
|
2020
Q2 | $356K | Buy |
13,007
+18
| +0.1% | +$493 | 0.03% | 224 |
|
|
2020
Q1 | $296K | Buy |
+12,989
| New | +$296K | 0.03% | 211 |
|