TWM
Tanglewood Wealth Management’s FPA Global Equity ETF FPAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.3M | Sell |
1,097,525
-15,943
| -1% | -$542K | 3.68% | 10 |
|
|
2025
Q1 | $33.4M | Sell |
1,113,468
-41,519
| -4% | -$1.25M | 3.76% | 8 |
|
|
2024
Q4 | $35M | Buy |
1,154,987
+40,003
| +4% | +$1.21M | 4.03% | 9 |
|
|
2024
Q3 | $34.5M | Buy |
1,114,984
+41,393
| +4% | +$1.28M | 3.97% | 9 |
|
|
2024
Q2 | $31.8M | Buy |
1,073,591
+480,023
| +81% | +$14.2M | 3.95% | 9 |
|
|
2024
Q1 | $17.1M | Buy |
+593,568
| New | +$17.1M | 2.12% | 14 |
|