SWM
Seaside Wealth Management’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 | $469K | Buy |
12,606
+166
| +1% | +$6.17K | 0.15% | 40 |
|
|
2025
Q1 | $398K | Hold |
12,440
| – | – | 0.14% | 39 |
|
|
2024
Q4 | $385K | Buy |
12,440
+156
| +1% | +$4.83K | 0.14% | 39 |
|
|
2024
Q3 | $419K | Hold |
12,284
| – | – | 0.16% | 38 |
|
|
2024
Q2 | $390K | Buy |
12,284
+171
| +1% | +$5.43K | 0.16% | 38 |
|
|
2024
Q1 | $393K | Hold |
12,113
| – | – | 0.17% | 34 |
|
|
2023
Q4 | $385K | Buy |
12,113
+134
| +1% | +$4.26K | 0.18% | 33 |
|
|
2023
Q3 | $349K | Hold |
11,979
| – | – | 0.18% | 34 |
|
|
2023
Q2 | $365K | Buy |
11,979
+188
| +2% | +$5.74K | 0.19% | 34 |
|
|
2023
Q1 | $364K | Hold |
11,791
| – | – | 0.22% | 31 |
|
|
2022
Q4 | $347K | Buy |
11,791
+150
| +1% | +$4.41K | 0.23% | 31 |
|
|
2022
Q3 | $312K | Sell |
11,641
-1,425
| -11% | -$38.2K | 0.22% | 33 |
|
|
2022
Q2 | $403K | Buy |
+13,066
| New | +$403K | 0.31% | 26 |
|