Cassaday & Co 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 | $787K | Sell |
12,680
-348
| -3% | -$21.6K | 0.02% | 157 |
|
|
2025
Q1 | $738K | Hold |
13,028
| – | – | 0.02% | 151 |
|
|
2024
Q4 | $764K | Sell |
13,028
-132
| -1% | -$7.74K | 0.02% | 147 |
|
|
2024
Q3 | $821K | Hold |
13,160
| – | – | 0.02% | 133 |
|
|
2024
Q2 | $762K | Sell |
13,160
-890
| -6% | -$51.6K | 0.02% | 132 |
|
|
2024
Q1 | $784K | Sell |
14,050
-1,000
| -7% | -$55.8K | 0.03% | 130 |
|
|
2023
Q4 | $850K | Buy |
15,050
+11
| +0.1% | +$621 | 0.03% | 108 |
|
|
2023
Q3 | $804K | Sell |
15,039
-65
| -0.4% | -$3.48K | 0.03% | 100 |
|
|
2023
Q2 | $793K | Sell |
15,104
-4,043
| -21% | -$212K | 0.03% | 113 |
|
|
2023
Q1 | $970K | Sell |
19,147
-27,938
| -59% | -$1.42M | 0.04% | 94 |
|
|
2022
Q4 | $2.3M | Buy |
+47,085
| New | +$2.3M | 0.11% | 47 |
|