Bartlett & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,895
| Closed | -$95.4K | – | 1100 |
|
|
2022
Q4 | $95.4K | Buy |
2,895
+2,402
| +487% | +$79.2K | ﹤0.01% | 479 |
|
|
2022
Q3 | $15.3K | Buy |
+493
| New | +$15.3K | ﹤0.01% | 751 |
|
|
2021
Q2 | – | Sell |
-362
| Closed | -$15.8K | – | 1094 |
|
|
2021
Q1 | $15.8K | Hold |
362
| – | – | ﹤0.01% | 687 |
|
|
2020
Q4 | $15.3K | Sell |
362
-563
| -61% | -$23.7K | ﹤0.01% | 692 |
|
|
2020
Q3 | $33.8K | Buy |
+925
| New | +$33.8K | ﹤0.01% | 545 |
|