RFWA
RPg Family Wealth Advisory’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
55,082
-1,367
| -2% | -$84.8K | 0.91% | 49 |
|
|
2025
Q1 | $3.2M | Sell |
56,449
-17,371
| -24% | -$984K | 0.91% | 41 |
|
|
2024
Q4 | $4.33M | Sell |
73,820
-1,081
| -1% | -$63.4K | 1.53% | 24 |
|
|
2024
Q3 | $4.67M | Buy |
74,901
+785
| +1% | +$49K | 1.51% | 26 |
|
|
2024
Q2 | $4.29M | Buy |
74,116
+87
| +0.1% | +$5.04K | 1.41% | 26 |
|
|
2024
Q1 | $4.13M | Buy |
74,029
+25,210
| +52% | +$1.41M | 1.31% | 31 |
|
|
2023
Q4 | $2.76M | Sell |
48,819
-706
| -1% | -$39.9K | 1.02% | 37 |
|
|
2023
Q3 | $2.65M | Sell |
49,525
-410
| -0.8% | -$21.9K | 1.09% | 36 |
|
|
2023
Q2 | $2.62M | Buy |
49,935
+19,564
| +64% | +$1.03M | 1.05% | 36 |
|
|
2023
Q1 | $1.54M | Buy |
30,371
+9,030
| +42% | +$457K | 0.85% | 37 |
|
|
2022
Q4 | $1.04M | Sell |
21,341
-332
| -2% | -$16.2K | 0.72% | 42 |
|
|
2022
Q3 | $1.09M | Sell |
21,673
-19,429
| -47% | -$973K | 0.57% | 49 |
|
|
2022
Q2 | $2M | Buy |
41,102
+2,040
| +5% | +$99.3K | 1.19% | 34 |
|
|
2022
Q1 | $2.21M | Sell |
39,062
-1,071
| -3% | -$60.7K | 0.94% | 36 |
|
|
2021
Q4 | $2.38M | Buy |
40,133
+165
| +0.4% | +$9.79K | 0.94% | 38 |
|
|
2021
Q3 | $2.34M | Buy |
39,968
+45
| +0.1% | +$2.64K | 0.99% | 35 |
|
|
2021
Q2 | $2.45M | Buy |
+39,923
| New | +$2.45M | 0.99% | 33 |
|
|
2020
Q4 | $2.02M | Buy |
39,217
+846
| +2% | +$43.7K | 0.96% | 34 |
|
|
2020
Q3 | $1.7M | Sell |
38,371
-111
| -0.3% | -$4.93K | 0.89% | 37 |
|
|
2020
Q2 | $1.57M | Buy |
38,482
+710
| +2% | +$29K | 0.96% | 42 |
|
|
2020
Q1 | $1.25M | Buy |
37,772
+1,266
| +3% | +$41.9K | 0.97% | 35 |
|
|
2019
Q4 | $1.68M | Sell |
36,506
-5,527
| -13% | -$255K | 0.97% | 30 |
|
|
2019
Q3 | $1.83M | Buy |
42,033
+539
| +1% | +$23.4K | 1.11% | 29 |
|
|
2019
Q2 | $1.85M | Sell |
41,494
-1,368
| -3% | -$61.2K | 1.1% | 30 |
|
|
2019
Q1 | $1.91M | Buy |
+42,862
| New | +$1.91M | 1.13% | 30 |
|