Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,180
| Closed | -$381K | – | 63 |
|
|
2021
Q4 | $381K | Hold |
9,180
| – | – | 0.32% | 47 |
|
|
2021
Q3 | $390K | Hold |
9,180
| – | – | 0.35% | 50 |
|
|
2021
Q2 | $418K | Hold |
9,180
| – | – | 0.38% | 45 |
|
|
2021
Q1 | $402K | Hold |
9,180
| – | – | 0.38% | 46 |
|
|
2020
Q4 | $387K | Hold |
9,180
| – | – | 0.38% | 49 |
|
|
2020
Q3 | $335K | Hold |
9,180
| – | – | 0.35% | 47 |
|
|
2020
Q2 | $307K | Hold |
9,180
| – | – | 0.36% | 46 |
|
|
2020
Q1 | $261K | Hold |
9,180
| – | – | 0.34% | 46 |
|
|
2019
Q4 | $345K | Buy |
+9,180
| New | +$345K | 0.35% | 48 |
|