Valtinson Bruner Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
8,957
-390
| -4% | -$14.5K | 0.1% | 103 |
|
|
2025
Q1 | $299K | Buy |
9,347
+434
| +5% | +$13.9K | 0.1% | 101 |
|
|
2024
Q4 | $276K | Sell |
8,913
-163
| -2% | -$5.05K | 0.1% | 118 |
|
|
2024
Q3 | $310K | Sell |
9,076
-63
| -0.7% | -$2.15K | 0.11% | 104 |
|
|
2024
Q2 | $290K | Sell |
9,139
-906
| -9% | -$28.8K | 0.12% | 101 |
|
|
2024
Q1 | $326K | Sell |
10,045
-60
| -0.6% | -$1.95K | 0.14% | 94 |
|
|
2023
Q4 | $321K | Sell |
10,105
-149
| -1% | -$4.73K | 0.16% | 93 |
|
|
2023
Q3 | $299K | Sell |
10,254
-66
| -0.6% | -$1.92K | 0.16% | 94 |
|
|
2023
Q2 | $315K | Sell |
10,320
-359
| -3% | -$11K | 0.17% | 91 |
|
|
2023
Q1 | $331K | Sell |
10,679
-103
| -1% | -$3.19K | 0.19% | 92 |
|
|
2022
Q4 | $335K | Sell |
10,782
-491
| -4% | -$15.2K | 0.19% | 88 |
|
|
2022
Q3 | $294K | Sell |
11,273
-192
| -2% | -$5.01K | 0.18% | 81 |
|
|
2022
Q2 | $332K | Sell |
11,465
-338
| -3% | -$9.79K | 0.2% | 72 |
|
|
2022
Q1 | $405K | Sell |
11,803
-152
| -1% | -$5.22K | 0.23% | 68 |
|
|
2021
Q4 | $452K | Sell |
11,955
-192
| -2% | -$7.26K | 0.25% | 69 |
|
|
2021
Q3 | $480K | Sell |
12,147
-91
| -0.7% | -$3.6K | 0.26% | 62 |
|
|
2021
Q2 | $472K | Sell |
12,238
-365
| -3% | -$14.1K | 0.27% | 59 |
|
|
2021
Q1 | $488K | Sell |
12,603
-907
| -7% | -$35.1K | 0.29% | 52 |
|
|
2020
Q4 | $490K | Sell |
13,510
-334
| -2% | -$12.1K | 0.31% | 49 |
|
|
2020
Q3 | $412K | Sell |
13,844
-3,141
| -18% | -$93.5K | 0.29% | 51 |
|
|
2020
Q2 | $499K | Sell |
16,985
-7,623
| -31% | -$224K | 0.35% | 49 |
|
|
2020
Q1 | $608K | Sell |
24,608
-1,121
| -4% | -$27.7K | 0.49% | 34 |
|
|
2019
Q4 | $814K | Buy |
25,729
+172
| +0.7% | +$5.44K | 0.58% | 32 |
|
|
2019
Q3 | $759K | Buy |
+25,557
| New | +$759K | 0.62% | 31 |
|