Resource Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $723K | Sell |
22,852
-2,541
| -10% | -$80.4K | 0.46% | 42 |
|
|
2023
Q3 | $737K | Sell |
25,393
-221
| -0.9% | -$6.42K | 0.63% | 30 |
|
|
2023
Q2 | $779K | Sell |
25,614
-2,047
| -7% | -$62.2K | 0.63% | 30 |
|
|
2023
Q1 | $854K | Sell |
27,661
-3,296
| -11% | -$102K | 0.69% | 29 |
|
|
2022
Q4 | $908K | Sell |
30,957
-2,141
| -6% | -$62.8K | 0.73% | 27 |
|
|
2022
Q3 | $861K | Sell |
33,098
-224
| -0.7% | -$5.83K | 0.75% | 29 |
|
|
2022
Q2 | $962K | Sell |
33,322
-601
| -2% | -$17.4K | 0.8% | 29 |
|
|
2022
Q1 | $1.19M | Sell |
33,923
-75
| -0.2% | -$2.63K | 0.86% | 27 |
|
|
2021
Q4 | $1.28M | Sell |
33,998
-3,248
| -9% | -$122K | 0.86% | 25 |
|
|
2021
Q3 | $1.43M | Sell |
37,246
-2,370
| -6% | -$91K | 0.9% | 21 |
|
|
2021
Q2 | $1.53M | Sell |
39,616
-2,196
| -5% | -$84.7K | 0.88% | 21 |
|
|
2021
Q1 | $1.56M | Sell |
41,812
-2,059
| -5% | -$76.8K | 1.02% | 20 |
|
|
2020
Q4 | $1.55M | Buy |
43,871
+47
| +0.1% | +$1.66K | 1.1% | 19 |
|
|
2020
Q3 | $1.33M | Buy |
43,824
+292
| +0.7% | +$8.85K | 1.01% | 20 |
|
|
2020
Q2 | $1.19M | Sell |
43,532
-9,946
| -19% | -$271K | 0.89% | 21 |
|
|
2020
Q1 | $1.22M | Sell |
53,478
-31,327
| -37% | -$712K | 1.06% | 15 |
|
|
2019
Q4 | $2.7M | Sell |
84,805
-7,033
| -8% | -$224K | 1.55% | 15 |
|
|
2019
Q3 | $2.7M | Sell |
91,838
-1,332
| -1% | -$39.1K | 1.58% | 16 |
|
|
2019
Q2 | $2.79M | Sell |
93,170
-5,232
| -5% | -$157K | 1.64% | 16 |
|
|
2019
Q1 | $2.98M | Buy |
98,402
+4,024
| +4% | +$122K | 1.97% | 14 |
|
|
2018
Q4 | $2.64M | Buy |
+94,378
| New | +$2.64M | 1.97% | 12 |
|