Falcon Wealth Planning’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $215K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $212K | Hold |
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|
2024
Q3 | $225K | Sell |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $233K | Sell |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | $374K | Sell |
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|
2021
Q2 | $406K | Sell |
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|
2021
Q1 | $368K | Sell |
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|
2020
Q4 | $352K | Buy |
|