CarsonAllaria 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 | $1.96M | Sell |
31,669
-3,621
| -10% | -$225K | 1.05% | 22 |
|
|
2025
Q1 | $2M | Sell |
35,290
-387
| -1% | -$21.9K | 1.16% | 21 |
|
|
2024
Q4 | $2.09M | Sell |
35,677
-28
| -0.1% | -$1.64K | 1.2% | 20 |
|
|
2024
Q3 | $2.23M | Sell |
35,705
-2,174
| -6% | -$136K | 1.28% | 20 |
|
|
2024
Q2 | $2.19M | Sell |
37,879
-585
| -2% | -$33.9K | 1.34% | 21 |
|
|
2024
Q1 | $2.15M | Buy |
38,464
+538
| +1% | +$30K | 1.35% | 20 |
|
|
2023
Q4 | $2.14M | Sell |
37,926
-106
| -0.3% | -$5.99K | 1.53% | 17 |
|
|
2023
Q3 | $2.03M | Sell |
38,032
-100
| -0.3% | -$5.35K | 1.65% | 16 |
|
|
2023
Q2 | $2M | Buy |
38,132
+566
| +2% | +$29.7K | 1.58% | 17 |
|
|
2023
Q1 | $1.9M | Sell |
37,566
-2,580
| -6% | -$131K | 1.6% | 17 |
|
|
2022
Q4 | $1.97M | Sell |
40,146
-246
| -0.6% | -$12K | 1.72% | 17 |
|
|
2022
Q3 | $1.84M | Sell |
40,392
-703
| -2% | -$32K | 1.71% | 17 |
|
|
2022
Q2 | $2M | Buy |
41,095
+475
| +1% | +$23.1K | 1.87% | 17 |
|
|
2022
Q1 | $2.3M | Sell |
40,620
-2,163
| -5% | -$123K | 2.06% | 16 |
|
|
2021
Q4 | $2.54M | Buy |
+42,783
| New | +$2.54M | 2.24% | 16 |
|