TFA
Tobias Financial 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 | $3.76M | Sell |
101,156
-7,176
| -7% | -$267K | 0.64% | 28 |
|
|
2025
Q1 | $3.46M | Sell |
108,332
-2,162
| -2% | -$69.1K | 0.67% | 29 |
|
|
2024
Q4 | $3.42M | Sell |
110,494
-1,174
| -1% | -$36.4K | 0.69% | 27 |
|
|
2024
Q3 | $3.81M | Sell |
111,668
-1,129
| -1% | -$38.5K | 0.76% | 25 |
|
|
2024
Q2 | $3.58M | Sell |
112,797
-3,750
| -3% | -$119K | 0.77% | 25 |
|
|
2024
Q1 | $3.79M | Sell |
116,547
-916
| -0.8% | -$29.8K | 0.86% | 25 |
|
|
2023
Q4 | $3.73M | Sell |
117,463
-13,752
| -10% | -$437K | 0.91% | 26 |
|
|
2023
Q3 | $3.82M | Sell |
131,215
-5,172
| -4% | -$151K | 1% | 28 |
|
|
2023
Q2 | $4.16M | Sell |
136,387
-117
| -0.1% | -$3.57K | 1.12% | 27 |
|
|
2023
Q1 | $4.23M | Sell |
136,504
-17,127
| -11% | -$530K | 1.24% | 26 |
|
|
2022
Q4 | $4.52M | Buy |
153,631
+74,530
| +94% | +$2.19M | 1.48% | 22 |
|
|
2022
Q3 | $2.06M | Sell |
79,101
-26,738
| -25% | -$697K | 0.73% | 34 |
|
|
2022
Q2 | $3.06M | Sell |
105,839
-11,794
| -10% | -$341K | 1.03% | 24 |
|
|
2022
Q1 | $4.14M | Buy |
+117,633
| New | +$4.14M | 1.43% | 20 |
|
|
2021
Q4 | – | Sell |
-20,884
| Closed | -$804K | – | 83 |
|
|
2021
Q3 | $804K | Buy |
20,884
+1,332
| +7% | +$51.3K | 0.3% | 45 |
|
|
2021
Q2 | $756K | Buy |
19,552
+1,231
| +7% | +$47.6K | 0.3% | 48 |
|
|
2021
Q1 | $685K | Buy |
18,321
+668
| +4% | +$25K | 0.29% | 48 |
|
|
2020
Q4 | $625K | Buy |
17,653
+2,173
| +14% | +$76.9K | 0.29% | 47 |
|
|
2020
Q3 | $470K | Buy |
15,480
+366
| +2% | +$11.1K | 0.26% | 48 |
|
|
2020
Q2 | $413K | Sell |
15,114
-26,009
| -63% | -$711K | 0.24% | 47 |
|
|
2020
Q1 | $936K | Sell |
41,123
-2,495
| -6% | -$56.8K | 0.68% | 28 |
|
|
2019
Q4 | $1.39M | Buy |
+43,618
| New | +$1.39M | 0.89% | 24 |
|