AllGen Financial Advisors’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,992
| Closed | -$1.07M | – | 44 |
|
|
2024
Q4 | $1.07M | Sell |
27,992
-7,312
| -21% | -$281K | 0.36% | 32 |
|
|
2024
Q3 | $1.46M | Sell |
35,304
-46,279
| -57% | -$1.91M | 0.47% | 32 |
|
|
2024
Q2 | $3.07M | Sell |
81,583
-740
| -0.9% | -$27.9K | 1.17% | 23 |
|
|
2024
Q1 | $2.98M | Buy |
82,323
+2,272
| +3% | +$82.2K | 1.21% | 22 |
|
|
2023
Q4 | $2.83M | Buy |
+80,051
| New | +$2.83M | 1.47% | 17 |
|