Modera Wealth Management’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 | $5.13M | Buy |
137,957
+132
| +0.1% | +$4.91K | 0.06% | 179 |
|
|
2025
Q1 | $4.4M | Hold |
137,825
| – | – | 0.06% | 187 |
|
|
2024
Q4 | $4.27M | Buy |
137,825
+119,524
| +653% | +$3.7M | 0.05% | 192 |
|
|
2024
Q3 | $625K | Buy |
18,301
+5,500
| +43% | +$188K | 0.01% | 375 |
|
|
2024
Q2 | $406K | Buy |
12,801
+1
| +0% | +$32 | 0.01% | 425 |
|
|
2024
Q1 | $416K | Hold |
12,800
| – | – | 0.01% | 420 |
|
|
2023
Q4 | $407K | Buy |
12,800
+1
| +0% | +$32 | 0.01% | 407 |
|
|
2023
Q3 | $373K | Sell |
12,799
-55
| -0.4% | -$1.6K | 0.01% | 406 |
|
|
2023
Q2 | $392K | Buy |
12,854
+426
| +3% | +$13K | 0.01% | 419 |
|
|
2023
Q1 | $385K | Sell |
12,428
-54
| -0.4% | -$1.67K | 0.01% | 249 |
|
|
2022
Q4 | $367K | Buy |
+12,482
| New | +$367K | 0.01% | 249 |
|