Baystate 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
Q4 | – | Hold |
0
| – | – | – | 1349 |
|
2023
Q3 | – | Sell |
-243
| Closed | -$8.36K | – | 1104 |
|
2023
Q2 | $8.36K | Buy |
+243
| New | +$8.36K | ﹤0.01% | 603 |
|
2023
Q1 | – | Sell |
-698
| Closed | -$23K | – | 1077 |
|
2022
Q4 | $23K | Buy |
+698
| New | +$23K | ﹤0.01% | 438 |
|
2019
Q2 | – | Sell |
-1,270
| Closed | -$46K | – | 677 |
|
2019
Q1 | $46K | Hold |
1,270
| – | – | 0.01% | 222 |
|
2018
Q4 | $44K | Buy |
1,270
+17
| +1% | +$589 | 0.01% | 219 |
|
2018
Q3 | $41K | Hold |
1,253
| – | – | 0.01% | 227 |
|
2018
Q2 | $44K | Buy |
1,253
+11
| +0.9% | +$386 | 0.01% | 207 |
|
2018
Q1 | $47K | Buy |
+1,242
| New | +$47K | 0.01% | 194 |
|