Cassady Schiller Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-319
| Closed | -$11K | – | 477 |
|
|
2023
Q2 | $11K | Sell |
319
-275
| -46% | -$9.45K | 0.01% | 329 |
|
|
2023
Q1 | $20.3K | Buy |
594
+309
| +108% | +$10.5K | 0.01% | 268 |
|
|
2022
Q4 | $9.39K | Buy |
+285
| New | +$9.39K | 0.01% | 324 |
|
|
2022
Q1 | – | Sell |
-594
| Closed | -$25K | – | 524 |
|
|
2021
Q4 | $25K | Buy |
+594
| New | +$25K | 0.02% | 255 |
|