Transamerica Financial Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Transamerica Financial Advisors’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6	Closed	-$1K	–	645
2023 Q4	$1K	Hold	6	–	–	﹤0.01%	478
2023 Q3	$1K	Buy	6 +1	+20%	+$31	﹤0.01%	505
2023 Q2	$1K	Hold	5	–	–	﹤0.01%	476
2023 Q1	$1K	Sell	5 -5	-50%	-$154	﹤0.01%	463
2022 Q4	$1K	Buy	10 +1	+11%	+$28	﹤0.01%	518
2022 Q3	$1K	Buy	9 +3	+50%	+$88	﹤0.01%	488
2022 Q2	$1K	Buy	+6	New	+$193	﹤0.01%	501
2020 Q3	–	Sell	-10	Closed	-$1K	–	304
2020 Q2	$1K	Buy	10 +4	+67%	+$103	﹤0.01%	398
2020 Q1	$1K	Hold	6	–	–	0.02%	91
2019 Q4	$1K	Hold	6	–	–	0.01%	99
2019 Q3	$1K	Sell	6 -46	-88%	-$1.35K	0.01%	87
2019 Q2	$2K	Buy	52 +46	+767%	+$1.39K	﹤0.01%	389
2019 Q1	$1K	Sell	6 -91	-94%	-$2.72K	0.01%	82
2018 Q4	$3K	Sell	97 -27	-22%	-$829	﹤0.01%	335
2018 Q3	$5K	Sell	124 -289	-70%	-$9.84K	﹤0.01%	336
2018 Q2	$15K	Sell	413 -114,320	-100%	-$4.07M	﹤0.01%	254
2018 Q1	$4.06M	Sell	114,733 -8,786	-7%	-$316K	0.6%	58
2017 Q4	$4.38M	Sell	123,519 -45,035	-27%	-$1.6M	0.58%	59
2017 Q3	$5.9M	Sell	168,554 -9,472	-5%	-$324K	0.73%	48
2017 Q2	$5.94M	Sell	178,026 -32,394	-15%	-$1.05M	0.81%	42
2017 Q1	$6.63M	Buy	210,420 +11,111	+6%	+$341K	0.79%	35
2016 Q4	$5.78M	Sell	199,309 -35,429	-15%	-$1.07M	0.69%	43
2016 Q3	$7.36M	Sell	234,738 -42,351	-15%	-$1.29M	0.8%	36
2016 Q2	$8.05M	Sell	277,089 -56,383	-17%	-$1.65M	0.81%	27
2016 Q1	$9.53M	Sell	333,472 -43,129	-11%	-$1.15M	0.81%	24
2015 Q4	$10.6M	Buy	376,601 +9,095	+2%	+$262K	0.78%	29
2015 Q3	$10.1M	Buy	367,506 +20,880	+6%	+$607K	0.81%	31
2015 Q2	$10.6M	Sell	346,626 -28,861	-8%	-$886K	0.76%	24
2015 Q1	$10.9M	Buy	375,487 +99,972	+36%	+$2.81M	0.76%	19
2014 Q4	$7.53M	Buy	275,515 +27,864	+11%	+$860K	0.59%	24
2014 Q3	$8.1M	Buy	247,651 +6,689	+3%	+$231K	0.73%	22
2014 Q2	$8.5M	Buy	240,962 +14,467	+6%	+$494K	0.74%	24
2014 Q1	$7.68M	Buy	226,495 +13,998	+7%	+$468K	0.76%	21
2013 Q4	$7.13M	Sell	212,497 -4,328	-2%	-$143K	0.78%	25
2013 Q3	$7.09M	Buy	216,825 +18,050	+9%	+$563K	0.92%	22
2013 Q2	$5.73M	Buy	+198,775	New	+$6.02M	0.94%	25