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 |
|