FP
Fiduciary Planning’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-196,375
| Closed | -$6.1M | – | 46 |
|
2022
Q3 | $6.1M | Buy |
196,375
+2,514
| +1% | +$78K | 3.13% | 9 |
|
2022
Q2 | $6.74M | Buy |
193,861
+68,194
| +54% | +$2.37M | 3.33% | 9 |
|
2022
Q1 | $4.86M | Buy |
125,667
+32,364
| +35% | +$1.25M | 2.67% | 8 |
|
2021
Q4 | $3.87M | Buy |
93,303
+8,695
| +10% | +$361K | 2.18% | 9 |
|
2021
Q3 | $3.6M | Sell |
84,608
-16,593
| -16% | -$706K | 1.91% | 11 |
|
2021
Q2 | $4.61M | Buy |
+101,201
| New | +$4.61M | 3.98% | 6 |
|