Affinity Wealth Management’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-327,813
| Closed | -$18.3M | – | 102 |
|
|
2024
Q1 | $18.3M | Buy |
327,813
+3,002
| +0.9% | +$168K | 3.39% | 13 |
|
|
2023
Q4 | $18.3M | Buy |
324,811
+4,028
| +1% | +$227K | 3.77% | 12 |
|
|
2023
Q3 | $17.2M | Buy |
320,783
+9,331
| +3% | +$499K | 3.95% | 8 |
|
|
2023
Q2 | $16.4M | Buy |
311,452
+75,250
| +32% | +$3.95M | 3.75% | 9 |
|
|
2023
Q1 | $12M | Buy |
+236,202
| New | +$12M | 2.81% | 13 |
|