CWM
Cornerstone 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3M | Buy |
70,213
+3,697
| +6% | +$158K | 0.18% | 118 |
|
2025
Q1 | $2.62M | Buy |
66,516
+2,723
| +4% | +$107K | 0.18% | 122 |
|
2024
Q4 | $2.45M | Buy |
63,793
+6,278
| +11% | +$241K | 0.17% | 121 |
|
2024
Q3 | $2.37M | Buy |
57,515
+3,712
| +7% | +$153K | 0.17% | 124 |
|
2024
Q2 | $2.03M | Buy |
53,803
+2,602
| +5% | +$98K | 0.16% | 134 |
|
2024
Q1 | $1.85M | Buy |
51,201
+3,640
| +8% | +$132K | 0.15% | 136 |
|
2023
Q4 | $1.68M | Sell |
47,561
-9,103
| -16% | -$322K | 0.14% | 136 |
|
2023
Q3 | $1.9M | Sell |
56,664
-33,744
| -37% | -$1.13M | 0.18% | 121 |
|
2023
Q2 | $3.11M | Buy |
90,408
+10,454
| +13% | +$359K | 0.28% | 85 |
|
2023
Q1 | $2.73M | Buy |
+79,954
| New | +$2.73M | 0.27% | 88 |
|
2022
Q3 | $2.57M | Sell |
82,725
-7,529
| -8% | -$234K | 0.29% | 78 |
|
2022
Q2 | $3.14M | Buy |
90,254
+4,747
| +6% | +$165K | 0.35% | 62 |
|
2022
Q1 | $3.3M | Sell |
85,507
-10,454
| -11% | -$404K | 0.32% | 68 |
|
2021
Q4 | $3.97M | Buy |
95,961
+5,859
| +7% | +$242K | 0.38% | 60 |
|
2021
Q3 | $3.83M | Buy |
90,102
+21,227
| +31% | +$903K | 0.41% | 55 |
|
2021
Q2 | $3.13M | Buy |
68,875
+3,955
| +6% | +$180K | 0.33% | 69 |
|
2021
Q1 | $2.84M | Buy |
64,920
+998
| +2% | +$43.7K | 0.34% | 66 |
|
2020
Q4 | $2.7M | Buy |
63,922
+1,112
| +2% | +$46.9K | 0.34% | 63 |
|
2020
Q3 | $2.3M | Buy |
62,810
+6,760
| +12% | +$247K | 0.34% | 58 |
|
2020
Q2 | $1.88M | Buy |
56,050
+4,914
| +10% | +$164K | 0.3% | 66 |
|
2020
Q1 | $1.46M | Buy |
+51,136
| New | +$1.46M | 0.28% | 71 |
|
2018
Q3 | – | Sell |
-7,643
| Closed | -$219K | – | 1500 |
|
2018
Q2 | $219K | Buy |
+7,643
| New | +$219K | ﹤0.01% | 1294 |
|