DWM
Defined 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 | $1.33M | Buy |
31,150
+5
| +0% | +$214 | 0.82% | 29 |
|
2025
Q1 | $1.23M | Sell |
31,145
-3
| -0% | -$118 | 0.82% | 34 |
|
2024
Q4 | $1.2M | Sell |
31,148
-227
| -0.7% | -$8.71K | 0.79% | 37 |
|
2024
Q3 | $1.3M | Sell |
31,375
-17
| -0.1% | -$702 | 0.84% | 34 |
|
2024
Q2 | $1.18M | Sell |
31,392
-29
| -0.1% | -$1.09K | 0.82% | 34 |
|
2024
Q1 | $1.14M | Buy |
31,421
+3
| +0% | +$109 | 0.82% | 35 |
|
2023
Q4 | $1.11M | Buy |
31,418
+353
| +1% | +$12.5K | 0.85% | 34 |
|
2023
Q3 | $1.04M | Buy |
31,065
+641
| +2% | +$21.5K | 0.89% | 35 |
|
2023
Q2 | $1.05M | Buy |
30,424
+1,665
| +6% | +$57.2K | 0.88% | 34 |
|
2023
Q1 | $982K | Buy |
28,759
+1,328
| +5% | +$45.3K | 0.92% | 30 |
|
2022
Q4 | $904K | Sell |
27,431
-37,631
| -58% | -$1.24M | 0.85% | 31 |
|
2022
Q3 | $2.02M | Buy |
65,062
+179
| +0.3% | +$5.56K | 2.2% | 12 |
|
2022
Q2 | $2.26M | Sell |
64,883
-313
| -0.5% | -$10.9K | 2.31% | 12 |
|
2022
Q1 | $2.52M | Buy |
65,196
+3,351
| +5% | +$129K | 2.21% | 12 |
|
2021
Q4 | $2.57M | Buy |
61,845
+4,850
| +9% | +$201K | 2.1% | 14 |
|
2021
Q3 | $2.42M | Buy |
56,995
+2,364
| +4% | +$101K | 2.15% | 14 |
|
2021
Q2 | $2.49M | Sell |
54,631
-500
| -0.9% | -$22.8K | 2.21% | 14 |
|
2021
Q1 | $2.41M | Buy |
55,131
+29,049
| +111% | +$1.27M | 2.29% | 13 |
|
2020
Q4 | $1.1M | Buy |
+26,082
| New | +$1.1M | 1.09% | 23 |
|