BSWM
Boston Standard Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Buy |
73,387
+1,880
| +3% | +$80.4K | 0.57% | 17 |
|
|
2025
Q1 | $2.69M | Sell |
71,507
-3,032
| -4% | -$114K | 0.59% | 16 |
|
|
2024
Q4 | $2.86M | Buy |
74,539
+1,504
| +2% | +$57.7K | 0.56% | 16 |
|
|
2024
Q3 | $3.02M | Buy |
73,035
+1,528
| +2% | +$63.1K | 0.59% | 16 |
|
|
2024
Q2 | $2.69M | Buy |
71,507
+1,491
| +2% | +$56.2K | 0.59% | 16 |
|
|
2024
Q1 | $2.53M | Buy |
70,016
+4,853
| +7% | +$176K | 0.57% | 16 |
|
|
2023
Q4 | $2.19M | Hold |
65,163
| – | – | 0.58% | 19 |
|
|
2023
Q3 | $2.19M | Buy |
65,163
+1,814
| +3% | +$60.9K | 0.58% | 19 |
|
|
2023
Q2 | $2.18M | Buy |
63,349
+1,518
| +2% | +$52.2K | 0.56% | 19 |
|
|
2023
Q1 | $2.11M | Sell |
61,831
-404
| -0.6% | -$13.8K | 0.61% | 17 |
|
|
2022
Q4 | $2.05M | Buy |
62,235
+3,285
| +6% | +$108K | 0.61% | 17 |
|
|
2022
Q3 | $1.83M | Sell |
58,950
-17,527
| -23% | -$544K | 0.61% | 18 |
|
|
2022
Q2 | $2.64M | Sell |
76,477
-28,103
| -27% | -$972K | 0.85% | 17 |
|
|
2022
Q1 | $4.04M | Sell |
104,580
-67,020
| -39% | -$2.59M | 1.16% | 15 |
|
|
2021
Q4 | $7.12M | Sell |
171,600
-56,226
| -25% | -$2.33M | 1.99% | 11 |
|
|
2021
Q3 | $9.69M | Sell |
227,826
-7,921
| -3% | -$337K | 2.9% | 11 |
|
|
2021
Q2 | $10.7M | Buy |
235,747
+3,917
| +2% | +$178K | 3.25% | 11 |
|
|
2021
Q1 | $10.1M | Sell |
231,830
-154
| -0.1% | -$6.71K | 3.29% | 11 |
|
|
2020
Q4 | $9.78M | Sell |
231,984
-3,937
| -2% | -$166K | 3.64% | 8 |
|
|
2020
Q3 | $8.63M | Sell |
235,921
-1,495
| -0.6% | -$54.7K | 3.63% | 7 |
|
|
2020
Q2 | $7.94M | Buy |
237,416
+5,909
| +3% | +$198K | 3.59% | 8 |
|
|
2020
Q1 | $6.34M | Buy |
231,507
+1,321
| +0.6% | +$36.2K | 3.44% | 8 |
|
|
2019
Q4 | $8.65M | Buy |
230,186
+371
| +0.2% | +$13.9K | 3.86% | 8 |
|
|
2019
Q3 | $7.88M | Buy |
229,815
+6,480
| +3% | +$222K | 3.8% | 8 |
|
|
2019
Q2 | $8.08M | Buy |
223,335
+10,349
| +5% | +$374K | 3.95% | 7 |
|
|
2019
Q1 | $7.73M | Buy |
212,986
+5,339
| +3% | +$194K | 4.02% | 7 |
|
|
2018
Q4 | $6.72M | Buy |
207,647
+12,485
| +6% | +$404K | 4% | 7 |
|
|
2018
Q3 | $6.73M | Buy |
+195,162
| New | +$6.73M | 3.66% | 7 |
|
|
2018
Q1 | $6.46M | Sell |
164,324
-3,833
| -2% | -$151K | 4.04% | 7 |
|
|
2017
Q4 | $6.42M | Buy |
+168,157
| New | +$6.42M | 4.08% | 8 |
|