Financial Advocates Investment Management’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30,390
| Closed | -$1.68M | – | 737 |
|
|
2024
Q1 | $1.68M | Sell |
30,390
-7,788
| -20% | -$431K | 0.1% | 207 |
|
|
2023
Q4 | $2.14M | Sell |
38,178
-1,168
| -3% | -$65.5K | 0.14% | 165 |
|
|
2023
Q3 | $2.1M | Sell |
39,346
-4,842
| -11% | -$259K | 0.15% | 154 |
|
|
2023
Q2 | $2.32M | Buy |
44,188
+2,749
| +7% | +$144K | 0.17% | 143 |
|
|
2023
Q1 | $2.1M | Buy |
41,439
+832
| +2% | +$42.1K | 0.15% | 154 |
|
|
2022
Q4 | $1.99M | Buy |
40,607
+24,672
| +155% | +$1.21M | 0.15% | 162 |
|
|
2022
Q3 | $711K | Buy |
15,935
+2,384
| +18% | +$106K | 0.06% | 321 |
|
|
2022
Q2 | $659K | Sell |
13,551
-5,728
| -30% | -$279K | 0.05% | 340 |
|
|
2022
Q1 | $1.09M | Buy |
19,279
+3,496
| +22% | +$198K | 0.07% | 282 |
|
|
2021
Q4 | $936K | Buy |
15,783
+3,153
| +25% | +$187K | 0.06% | 328 |
|
|
2021
Q3 | $741K | Buy |
+12,630
| New | +$741K | 0.05% | 385 |
|
|
2018
Q2 | – | Sell |
-31,525
| Closed | -$1.66M | – | 491 |
|
|
2018
Q1 | $1.66M | Buy |
31,525
+6,017
| +24% | +$316K | 0.22% | 105 |
|
|
2017
Q4 | $1.33M | Buy |
+25,508
| New | +$1.33M | 0.18% | 121 |
|