Cabot Wealth Management’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
22,303
+5,369
+32% +$333K 0.16% 93
2025
Q1
$959K Sell
16,934
-296
-2% -$16.8K 0.12% 91
2024
Q4
$1.01M Sell
17,230
-19,762
-53% -$1.16M 0.13% 93
2024
Q3
$2.31M Buy
36,992
+896
+2% +$55.9K 0.29% 77
2024
Q2
$2.09M Sell
36,096
-2,410
-6% -$140K 0.27% 75
2024
Q1
$2.15M Sell
38,506
-690
-2% -$38.5K 0.28% 75
2023
Q4
$2.21M Sell
39,196
-82
-0.2% -$4.63K 0.31% 72
2023
Q3
$2.1M Sell
39,278
-438
-1% -$23.4K 0.32% 71
2023
Q2
$2.09M Sell
39,716
-446
-1% -$23.4K 0.31% 73
2023
Q1
$2.03M Buy
40,162
+646
+2% +$32.7K 0.32% 72
2022
Q4
$1.93M Buy
39,516
+2,552
+7% +$125K 0.33% 74
2022
Q3
$1.68M Sell
36,964
-942
-2% -$42.9K 0.28% 73
2022
Q2
$1.84M Buy
37,906
+1,802
+5% +$87.7K 0.29% 75
2022
Q1
$2.05M Buy
36,104
+1,423
+4% +$80.6K 0.28% 83
2021
Q4
$2.06M Buy
34,681
+6,911
+25% +$410K 0.26% 84
2021
Q3
$1.63M Buy
27,770
+156
+0.6% +$9.15K 0.22% 85
2021
Q2
$1.69M Buy
27,614
+2,206
+9% +$135K 0.23% 83
2021
Q1
$1.41M Buy
25,408
+2,168
+9% +$120K 0.2% 82
2020
Q4
$1.2M Buy
+23,240
New +$1.2M 0.18% 79