BWM
BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,547
| Closed | -$252K | – | 59 |
|
|
2021
Q2 | $252K | Hold |
5,547
| – | – | 0.08% | 51 |
|
|
2021
Q1 | $243K | Hold |
5,547
| – | – | 0.08% | 50 |
|
|
2020
Q4 | $234K | Hold |
5,547
| – | – | 0.09% | 54 |
|
|
2020
Q3 | $203K | Buy |
+5,547
| New | +$203K | 0.09% | 56 |
|
|
2020
Q1 | – | Sell |
-40,230
| Closed | -$1.51M | – | 69 |
|
|
2019
Q4 | $1.51M | Hold |
40,230
| – | – | 0.77% | 20 |
|
|
2019
Q3 | $1.38M | Hold |
40,230
| – | – | 0.77% | 20 |
|
|
2019
Q2 | $1.35M | Sell |
40,230
-1,822
| -4% | -$61.3K | 0.78% | 20 |
|
|
2019
Q1 | $1.5M | Hold |
42,052
| – | – | 0.89% | 18 |
|
|
2018
Q4 | $1.46M | Buy |
+42,052
| New | +$1.46M | 0.63% | 27 |
|