WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-465
| Closed | -$15.9K | – | 1143 |
|
|
2024
Q3 | $15.9K | Hold |
465
| – | – | ﹤0.01% | 551 |
|
|
2024
Q2 | $14.8K | Hold |
465
| – | – | ﹤0.01% | 506 |
|
|
2024
Q1 | $15.1K | Buy |
+465
| New | +$15.1K | ﹤0.01% | 511 |
|
|
2023
Q4 | – | Sell |
-465
| Closed | -$13.6K | – | 467 |
|
|
2023
Q3 | $13.6K | Hold |
465
| – | – | 0.01% | 492 |
|
|
2023
Q2 | $14.2K | Hold |
465
| – | – | 0.01% | 486 |
|
|
2023
Q1 | $14.4K | Hold |
465
| – | – | 0.01% | 474 |
|
|
2022
Q4 | $13.7K | Hold |
465
| – | – | 0.01% | 241 |
|
|
2022
Q3 | $12.1K | Hold |
465
| – | – | 0.01% | 240 |
|
|
2022
Q2 | $13.5K | Hold |
465
| – | – | 0.01% | 259 |
|
|
2022
Q1 | $16.3K | Buy |
+465
| New | +$16.3K | 0.01% | 252 |
|