CWP
Concord Wealth 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 | $6.67K | Sell |
156
-201
| -56% | -$8.59K | ﹤0.01% | 598 |
|
|
2025
Q1 | $14.1K | Sell |
357
-43
| -11% | -$1.69K | ﹤0.01% | 472 |
|
|
2024
Q4 | $15.3K | Sell |
400
-1
| -0.2% | -$38 | ﹤0.01% | 487 |
|
|
2024
Q3 | $16.6K | Sell |
401
-441
| -52% | -$18.2K | ﹤0.01% | 502 |
|
|
2024
Q2 | $31.7K | Sell |
842
-310
| -27% | -$11.7K | 0.01% | 365 |
|
|
2024
Q1 | $41.7K | Sell |
1,152
-98
| -8% | -$3.55K | 0.01% | 382 |
|
|
2023
Q4 | $44.3K | Sell |
1,250
-239
| -16% | -$8.46K | 0.01% | 373 |
|
|
2023
Q3 | $50K | Sell |
1,489
-654
| -31% | -$22K | 0.01% | 376 |
|
|
2023
Q2 | $73.7K | Sell |
2,143
-242
| -10% | -$8.32K | 0.02% | 307 |
|
|
2023
Q1 | $81.4K | Sell |
2,385
-1,494
| -39% | -$51K | 0.02% | 276 |
|
|
2022
Q4 | $128K | Sell |
3,879
-2,763
| -42% | -$91.1K | 0.04% | 213 |
|
|
2022
Q3 | $206K | Sell |
6,642
-21
| -0.3% | -$651 | 0.07% | 154 |
|
|
2022
Q2 | $232K | Sell |
6,663
-830
| -11% | -$28.9K | 0.06% | 149 |
|
|
2022
Q1 | $290K | Sell |
7,493
-822
| -10% | -$31.8K | 0.08% | 141 |
|
|
2021
Q4 | $345K | Buy |
8,315
+3,640
| +78% | +$151K | 0.08% | 127 |
|
|
2021
Q3 | $199K | Sell |
4,675
-4,842
| -51% | -$206K | 0.08% | 89 |
|
|
2021
Q2 | $433K | Sell |
9,517
-6,233
| -40% | -$284K | 0.12% | 73 |
|
|
2021
Q1 | $690K | Sell |
15,750
-57,025
| -78% | -$2.5M | 0.23% | 42 |
|
|
2020
Q4 | $3.07M | Buy |
+72,775
| New | +$3.07M | 2.37% | 6 |
|