WRPWM
Werba Rubin Papier Wealth Management’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 | $640K | Buy |
17,219
+92
| +0.5% | +$3.42K | 0.12% | 96 |
|
|
2025
Q1 | $547K | Hold |
17,127
| – | – | 0.12% | 98 |
|
|
2024
Q4 | $531K | Buy |
17,127
+13
| +0.1% | +$403 | 0.13% | 98 |
|
|
2024
Q3 | $584K | Buy |
17,114
+1,055
| +7% | +$36K | 0.14% | 92 |
|
|
2024
Q2 | $510K | Sell |
16,059
-1,055
| -6% | -$33.5K | 0.14% | 83 |
|
|
2024
Q1 | $556K | Hold |
17,114
| – | – | 0.16% | 72 |
|
|
2023
Q4 | $544K | Hold |
17,114
| – | – | 0.18% | 52 |
|
|
2023
Q3 | $499K | Hold |
17,114
| – | – | 0.18% | 58 |
|
|
2023
Q2 | $522K | Buy |
17,114
+3,886
| +29% | +$119K | 0.18% | 57 |
|
|
2023
Q1 | $410K | Sell |
13,228
-3,886
| -23% | -$120K | 0.16% | 63 |
|
|
2022
Q4 | $503K | Buy |
+17,114
| New | +$503K | 0.21% | 51 |
|