CWS
Cypress Wealth Services’s Columbia EM Core ex-China ETF XCEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
33,109
-143,084
| -81% | -$4.89M | 0.2% | 89 |
|
|
2025
Q1 | $5.2M | Buy |
176,193
+2,225
| +1% | +$65.7K | 1.06% | 22 |
|
|
2024
Q4 | $5.15M | Buy |
173,968
+19,577
| +13% | +$579K | 1.03% | 22 |
|
|
2024
Q3 | $5.04M | Buy |
154,391
+5,127
| +3% | +$167K | 1.04% | 23 |
|
|
2024
Q2 | $4.76M | Buy |
149,264
+44,917
| +43% | +$1.43M | 1.06% | 23 |
|
|
2024
Q1 | $3.25M | Sell |
104,347
-1,418
| -1% | -$44.1K | 0.76% | 31 |
|
|
2023
Q4 | $3.2M | Buy |
+105,765
| New | +$3.2M | 0.8% | 30 |
|