Caldwell Trust’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Caldwell Trust’s Portfolio SPEM Stock Details SPEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,945
2021 Q4	$122K	Hold	2,945
2021 Q3	$125K	Sell	2,945 -680
2021 Q2	$165K	Sell	3,625 -1,515
2021 Q1	$225K	Buy	+5,140