OWA
Outlook Wealth Advisors’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 | $393K | Sell |
10,573
-958
| -8% | -$35.6K | 0.1% | 184 |
|
|
2025
Q1 | $369K | Sell |
11,531
-369
| -3% | -$11.8K | 0.1% | 190 |
|
|
2024
Q4 | $369K | Buy |
11,900
+543
| +5% | +$16.8K | 0.11% | 194 |
|
|
2024
Q3 | $388K | Sell |
11,357
-157
| -1% | -$5.36K | 0.11% | 166 |
|
|
2024
Q2 | $2.21M | Buy |
11,514
+123
| +1% | +$23.6K | 0.69% | 31 |
|
|
2024
Q1 | $370K | Sell |
11,391
-1,719
| -13% | -$55.8K | 0.11% | 173 |
|
|
2023
Q4 | $416K | Sell |
13,110
-46
| -0.3% | -$1.46K | 0.15% | 137 |
|
|
2023
Q3 | $383K | Buy |
13,156
+170
| +1% | +$4.95K | 0.15% | 143 |
|
|
2023
Q2 | $396K | Buy |
12,986
+65
| +0.5% | +$1.98K | 0.15% | 143 |
|
|
2023
Q1 | $400K | Buy |
12,921
+2,769
| +27% | +$85.8K | 0.18% | 133 |
|
|
2022
Q4 | $299K | Buy |
10,152
+8
| +0.1% | +$235 | 0.14% | 133 |
|
|
2022
Q3 | $264K | Sell |
10,144
-249
| -2% | -$6.48K | 0.12% | 155 |
|
|
2022
Q2 | $301K | Sell |
10,393
-428
| -4% | -$12.4K | 0.12% | 153 |
|
|
2022
Q1 | $380K | Sell |
10,821
-71
| -0.7% | -$2.49K | 0.13% | 151 |
|
|
2021
Q4 | $411K | Sell |
10,892
-86
| -0.8% | -$3.25K | 0.12% | 150 |
|
|
2021
Q3 | $422K | Sell |
10,978
-46
| -0.4% | -$1.77K | 0.14% | 157 |
|
|
2021
Q2 | $426K | Sell |
11,024
-242
| -2% | -$9.35K | 0.14% | 161 |
|
|
2021
Q1 | $421K | Sell |
11,266
-257
| -2% | -$9.6K | 0.15% | 156 |
|
|
2020
Q4 | $408K | Sell |
11,523
-269
| -2% | -$9.53K | 0.15% | 145 |
|
|
2020
Q3 | $358K | Sell |
11,792
-758
| -6% | -$23K | 0.14% | 138 |
|
|
2020
Q2 | $343K | Sell |
12,550
-771
| -6% | -$21.1K | 0.15% | 138 |
|
|
2020
Q1 | $303K | Buy |
13,321
+558
| +4% | +$12.7K | 0.17% | 120 |
|
|
2019
Q4 | $407K | Sell |
12,763
-937
| -7% | -$29.9K | 0.23% | 92 |
|
|
2019
Q3 | $403K | Sell |
13,700
-771
| -5% | -$22.7K | 0.24% | 92 |
|
|
2019
Q2 | $433K | Sell |
14,471
-1,244
| -8% | -$37.2K | 0.29% | 88 |
|
|
2019
Q1 | $476K | Buy |
15,715
+8,751
| +126% | +$265K | 0.39% | 71 |
|
|
2018
Q4 | $1.94M | Buy |
+6,964
| New | +$1.94M | 0.89% | 23 |
|