Avantax Advisory Services’s Columbia EM Core ex-China ETF XCEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
12,908
+1,487
| +13% | +$50.8K | ﹤0.01% | 1659 |
|
|
2025
Q1 | $337K | Buy |
11,421
+948
| +9% | +$28K | ﹤0.01% | 1754 |
|
|
2024
Q4 | $310K | Sell |
10,473
-178
| -2% | -$5.27K | ﹤0.01% | 1759 |
|
|
2024
Q3 | $348K | Sell |
10,651
-1,355
| -11% | -$44.3K | ﹤0.01% | 1652 |
|
|
2024
Q2 | $383K | Sell |
12,006
-1,776
| -13% | -$56.7K | ﹤0.01% | 1542 |
|
|
2024
Q1 | $429K | Buy |
13,782
+259
| +2% | +$8.06K | ﹤0.01% | 1119 |
|
|
2023
Q4 | $409K | Sell |
13,523
-966
| -7% | -$29.2K | ﹤0.01% | 1078 |
|
|
2023
Q3 | $397K | Sell |
14,489
-76
| -0.5% | -$2.08K | ﹤0.01% | 1050 |
|
|
2023
Q2 | $417K | Buy |
14,565
+1,951
| +15% | +$55.8K | ﹤0.01% | 1021 |
|
|
2023
Q1 | $341K | Buy |
12,614
+869
| +7% | +$23.5K | ﹤0.01% | 1079 |
|
|
2022
Q4 | $300K | Sell |
11,745
-1,938
| -14% | -$49.5K | ﹤0.01% | 1104 |
|
|
2022
Q3 | $321K | Sell |
13,683
-8,820
| -39% | -$207K | ﹤0.01% | 970 |
|
|
2022
Q2 | $569K | Sell |
22,503
-416
| -2% | -$10.5K | 0.01% | 731 |
|
|
2022
Q1 | $704K | Buy |
22,919
+4,731
| +26% | +$145K | 0.01% | 656 |
|
|
2021
Q4 | $578K | Buy |
18,188
+10,712
| +143% | +$340K | 0.01% | 713 |
|
|
2021
Q3 | $239K | Buy |
7,476
+1,200
| +19% | +$38.4K | ﹤0.01% | 1026 |
|
|
2021
Q2 | $208K | Buy |
+6,276
| New | +$208K | ﹤0.01% | 1065 |
|
|
2020
Q4 | – | Sell |
-8,395
| Closed | -$203K | – | 1368 |
|
|
2020
Q3 | $203K | Buy |
+8,395
| New | +$203K | ﹤0.01% | 1219 |
|