CFP
Cascade Financial Partners’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.45M | Buy |
221,212
+31,351
| +17% | +$1.34M | 1.14% | 16 |
|
|
2025
Q1 | $7.47M | Buy |
189,861
+13,483
| +8% | +$531K | 0.94% | 20 |
|
|
2024
Q4 | $6.77M | Buy |
176,378
+7,000
| +4% | +$269K | 0.88% | 21 |
|
|
2024
Q3 | $6.94M | Sell |
169,378
-1,067
| -0.6% | -$43.7K | 0.87% | 20 |
|
|
2024
Q2 | $6.42M | Sell |
170,445
-25
| -0% | -$942 | 0.84% | 22 |
|
|
2024
Q1 | $6.14M | Buy |
+170,470
| New | +$6.14M | 0.88% | 22 |
|