OneDigital Investment Advisors’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
Q2 | – | Sell |
-6,346
| Closed | -$223K | – | 746 |
|
2022
Q1 | $223K | Buy |
6,346
+267
| +4% | +$9.38K | 0.01% | 669 |
|
2021
Q4 | $230K | Buy |
+6,079
| New | +$230K | 0.01% | 669 |
|
2018
Q3 | – | Sell |
-464
| Closed | -$16K | – | 1092 |
|
2018
Q2 | $16K | Buy |
464
+42
| +10% | +$1.45K | ﹤0.01% | 893 |
|
2018
Q1 | $15K | Buy |
422
+264
| +167% | +$9.38K | ﹤0.01% | 906 |
|
2017
Q4 | $6K | Buy |
+158
| New | +$6K | ﹤0.01% | 1063 |
|
2017
Q3 | – | Sell |
-158
| Closed | -$5K | – | 1085 |
|
2017
Q2 | $5K | Buy |
+158
| New | +$5K | ﹤0.01% | 1054 |
|