CWM
Certus Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,828
| Closed | -$596K | – | 52 |
|
|
2024
Q2 | $596K | Sell |
15,828
-1,589
| -9% | -$59.9K | 0.45% | 41 |
|
|
2024
Q1 | $655K | Sell |
17,417
-5,001
| -22% | -$188K | 0.52% | 36 |
|
|
2023
Q4 | $794K | Sell |
22,418
-1,255
| -5% | -$44.4K | 0.67% | 30 |
|
|
2023
Q3 | $795K | Sell |
23,673
-1,737
| -7% | -$58.3K | 0.76% | 28 |
|
|
2023
Q2 | $874K | Buy |
+25,410
| New | +$874K | 0.87% | 30 |
|