Connecticut 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,549
| Closed | -$209K | – | 336 |
|
|
2024
Q2 | $209K | Sell |
5,549
-202
| -4% | -$7.61K | 0.01% | 309 |
|
|
2024
Q1 | $208K | Hold |
5,751
| – | – | 0.01% | 311 |
|
|
2023
Q4 | $204K | Sell |
5,751
-2,229
| -28% | -$78.9K | 0.01% | 317 |
|
|
2023
Q3 | $268K | Sell |
7,980
-193
| -2% | -$6.48K | 0.02% | 245 |
|
|
2023
Q2 | $281K | Buy |
8,173
+199
| +2% | +$6.84K | 0.02% | 215 |
|
|
2023
Q1 | $272K | Buy |
+7,974
| New | +$272K | 0.02% | 209 |
|