Evensky & Katz’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
Q4 | – | Sell |
-37
| Closed | -$2K | – | 83 |
|
|
2024
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 84 |
|
|
2024
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 85 |
|
|
2024
Q1 | $1K | Sell |
37
-260
| -88% | -$7.03K | ﹤0.01% | 88 |
|
|
2023
Q4 | $11K | Buy |
297
+260
| +703% | +$9.63K | ﹤0.01% | 83 |
|
|
2023
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 88 |
|
|
2023
Q2 | $1K | Sell |
37
-5
| -12% | -$135 | ﹤0.01% | 88 |
|
|
2023
Q1 | $1K | Sell |
42
-21
| -33% | -$500 | ﹤0.01% | 87 |
|
|
2022
Q4 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 87 |
|
|
2022
Q3 | – | Sell |
-2,899
| Closed | -$101K | – | 84 |
|
|
2022
Q2 | $101K | Sell |
2,899
-246
| -8% | -$8.57K | 0.01% | 72 |
|
|
2022
Q1 | $122K | Sell |
3,145
-146
| -4% | -$5.66K | 0.01% | 67 |
|
|
2021
Q4 | $137K | Sell |
3,291
-22
| -0.7% | -$916 | 0.01% | 62 |
|
|
2021
Q3 | $141K | Sell |
3,313
-498
| -13% | -$21.2K | 0.01% | 60 |
|
|
2021
Q2 | $173K | Buy |
3,811
+138
| +4% | +$6.26K | 0.02% | 58 |
|
|
2021
Q1 | $161K | Sell |
3,673
-1,229
| -25% | -$53.9K | 0.02% | 57 |
|
|
2020
Q4 | $207K | Sell |
4,902
-24
| -0.5% | -$1.01K | 0.03% | 53 |
|
|
2020
Q3 | $180K | Sell |
4,926
-176
| -3% | -$6.43K | 0.02% | 58 |
|
|
2020
Q2 | $171K | Sell |
5,102
-208
| -4% | -$6.97K | 0.02% | 60 |
|
|
2020
Q1 | $151K | Buy |
5,310
+848
| +19% | +$24.1K | 0.02% | 67 |
|
|
2019
Q4 | $167K | Buy |
4,462
+366
| +9% | +$13.7K | 0.02% | 68 |
|
|
2019
Q3 | $140K | Buy |
4,096
+805
| +24% | +$27.5K | 0.02% | 84 |
|
|
2019
Q2 | $1.18M | Buy |
3,291
+758
| +30% | +$271K | 0.16% | 47 |
|
|
2019
Q1 | $90K | Buy |
2,533
+145
| +6% | +$5.15K | 0.01% | 90 |
|
|
2018
Q4 | $77K | Buy |
2,388
+422
| +21% | +$13.6K | 0.01% | 60 |
|
|
2018
Q3 | $68K | Buy |
1,966
+308
| +19% | +$10.7K | 0.01% | 52 |
|
|
2018
Q2 | $58K | Buy |
1,658
+117
| +8% | +$4.09K | 0.01% | 50 |
|
|
2018
Q1 | $60K | Buy |
+1,541
| New | +$60K | 0.01% | 49 |
|