Bogart Wealth LLC’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 | $30.8K | Hold |
900
| – | – | ﹤0.01% | 540 |
|
2025
Q1 | $26.6K | Sell |
900
-307
| -25% | -$9.07K | ﹤0.01% | 518 |
|
2024
Q4 | $35.7K | Sell |
1,207
-1,033
| -46% | -$30.6K | ﹤0.01% | 472 |
|
2024
Q3 | $73.2K | Sell |
2,240
-1,118
| -33% | -$36.5K | ﹤0.01% | 342 |
|
2024
Q2 | $107K | Sell |
3,358
-804,666
| -100% | -$25.7M | 0.01% | 289 |
|
2024
Q1 | $25.1M | Buy |
808,024
+22,938
| +3% | +$713K | 1.29% | 17 |
|
2023
Q4 | $23.8M | Buy |
785,086
+97,751
| +14% | +$2.96M | 1.34% | 13 |
|
2023
Q3 | $18.8M | Buy |
+687,335
| New | +$18.8M | 1.16% | 18 |
|