Fortress Wealth Management’s Columbia EM Core ex-China ETF XCEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $278K | Sell |
8,142
-9,072
| -53% | -$310K | 0.13% | 65 |
|
2025
Q1 | $508K | Sell |
17,214
-10,202
| -37% | -$301K | 0.26% | 48 |
|
2024
Q4 | $812K | Sell |
27,416
-13,133
| -32% | -$389K | 0.39% | 41 |
|
2024
Q3 | $1.32M | Sell |
40,549
-90,081
| -69% | -$2.94M | 0.66% | 31 |
|
2024
Q2 | $4.17M | Buy |
130,630
+1,960
| +2% | +$62.6K | 2.13% | 15 |
|
2024
Q1 | $4M | Buy |
128,670
+8,862
| +7% | +$276K | 2.06% | 15 |
|
2023
Q4 | $3.63M | Buy |
+119,808
| New | +$3.63M | 1.98% | 15 |
|