United Capital Financial Advisors’s SPDR S&P International Small Cap ETF GWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $551K | Hold |
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|
2025
Q2 | $510K | Hold |
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|
2025
Q1 | $439K | Hold |
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|
2024
Q4 | $425K | Hold |
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|
2024
Q3 | $468K | Sell |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $483K | Sell |
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|
2023
Q4 | $501K | Sell |
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|
2023
Q3 | $539K | Hold |
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|
2023
Q2 | $564K | Sell |
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|
2023
Q1 | $601K | Buy |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $501K | Sell |
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|
2022
Q1 | $626K | Hold |
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|
2021
Q4 | $673K | Hold |
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|
2021
Q3 | $686K | Hold |
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|
2021
Q2 | $689K | Hold |
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|
2021
Q1 | $666K | Sell |
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|
2020
Q4 | $637K | Sell |
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|
2020
Q3 | $786K | Sell |
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|
2020
Q2 | $732K | Sell |
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|
2020
Q1 | $631K | Sell |
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|
2019
Q4 | $978K | Sell |
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|
2019
Q3 | $924K | Sell |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $1.14M | Sell |
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|
2018
Q4 | $1.26M | Buy |
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|
2018
Q3 | $982K | Sell |
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|
2018
Q2 | $982K | Sell |
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|
2018
Q1 | $1.05M | Sell |
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|
2017
Q4 | $1.08M | Sell |
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|
2017
Q3 | $1.2M | Sell |
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|
2017
Q2 | $1.2M | Sell |
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|
2017
Q1 | $1.17M | Sell |
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|
2016
Q4 | $1.2M | Sell |
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|
2016
Q3 | $1.94M | Sell |
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|
2016
Q2 | $2.1M | Sell |
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|
2016
Q1 | $2.35M | Sell |
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|
2015
Q4 | $2.54M | Buy |
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|
2015
Q3 | $2.39M | Sell |
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|
2015
Q2 | $2.73M | Sell |
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|
2015
Q1 | $2.95M | Buy |
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|
2014
Q4 | $466K | Hold |
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|
2014
Q3 | $558K | Buy |
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|
2014
Q2 | $600K | Sell |
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|
2014
Q1 | $578K | Buy |
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|
2013
Q4 | $571K | Sell |
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|
2013
Q3 | $557K | Hold |
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|
2013
Q2 | $492K | Buy |
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