TPG Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-32,088
| Closed | -$731K | – | 39 |
|
2020
Q1 | $731K | Sell |
32,088
-5,009
| -14% | -$114K | 0.72% | 22 |
|
2019
Q4 | $1.18M | Buy |
37,097
+2,227
| +6% | +$71K | 0.97% | 19 |
|
2019
Q3 | $1.03M | Buy |
34,870
+8,105
| +30% | +$238K | 0.92% | 20 |
|
2019
Q2 | $814K | Sell |
26,765
-3,615
| -12% | -$110K | 0.75% | 18 |
|
2019
Q1 | $934K | Buy |
30,380
+7,590
| +33% | +$233K | 0.9% | 19 |
|
2018
Q4 | $636K | Buy |
+22,790
| New | +$636K | 0.69% | 27 |
|