FWM
Focused Wealth Management’s SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,298
| Closed | -$410K | – | 904 |
|
|
2020
Q4 | $410K | Sell |
6,298
-660
| -9% | -$43K | 0.08% | 106 |
|
|
2020
Q3 | $393K | Hold |
6,958
| – | – | 0.09% | 99 |
|
|
2020
Q2 | $366K | Buy |
6,958
+61
| +0.9% | +$3.21K | 0.08% | 97 |
|
|
2020
Q1 | $323K | Hold |
6,897
| – | – | 0.09% | 90 |
|
|
2019
Q4 | $420K | Hold |
6,897
| – | – | 0.1% | 92 |
|
|
2019
Q3 | $396K | Sell |
6,897
-3,145
| -31% | -$181K | 0.11% | 88 |
|
|
2019
Q2 | $596K | Hold |
10,042
| – | – | 0.16% | 75 |
|
|
2019
Q1 | $594K | Sell |
10,042
-6,042
| -38% | -$357K | 0.18% | 74 |
|
|
2018
Q4 | $874K | Buy |
+16,084
| New | +$874K | 0.3% | 55 |
|