CFA
Compass Financial Advisors’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,944
| Closed | -$271K | – | 88 |
|
|
2023
Q1 | $271K | Buy |
7,944
+627
| +9% | +$21.4K | 0.34% | 96 |
|
|
2022
Q4 | $241K | Sell |
7,317
-25
| -0.3% | -$824 | 0.33% | 103 |
|
|
2022
Q3 | $228K | Buy |
7,342
+361
| +5% | +$11.2K | 0.34% | 99 |
|
|
2022
Q2 | $243K | Buy |
6,981
+1,133
| +19% | +$39.4K | 0.33% | 101 |
|
|
2022
Q1 | $226K | Buy |
+5,848
| New | +$226K | 0.25% | 124 |
|