FFW
Fusion Family Wealth’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 |
-8,814
| Closed | -$375K | – | 42 |
|
|
2022
Q3 | $375K | Sell |
8,814
-21
| -0.2% | -$893 | 0.06% | 25 |
|
|
2022
Q2 | $307K | Hold |
8,835
| – | – | 0.04% | 29 |
|
|
2022
Q1 | $341K | Buy |
8,835
+434
| +5% | +$16.8K | 0.05% | 28 |
|
|
2021
Q4 | $349K | Sell |
8,401
-413
| -5% | -$17.2K | 0.05% | 26 |
|
|
2021
Q3 | $375K | Buy |
8,814
+275
| +3% | +$11.7K | 0.06% | 25 |
|
|
2021
Q2 | $389K | Buy |
8,539
+8,003
| +1,493% | +$365K | 0.06% | 24 |
|
|
2021
Q1 | $23K | Hold |
536
| – | – | ﹤0.01% | 71 |
|
|
2020
Q4 | $23K | Hold |
536
| – | – | ﹤0.01% | 66 |
|
|
2020
Q3 | $20K | Buy |
536
+85
| +19% | +$3.17K | ﹤0.01% | 70 |
|
|
2020
Q2 | $15K | Buy |
451
+88
| +24% | +$2.93K | ﹤0.01% | 74 |
|
|
2020
Q1 | $10K | Buy |
363
+36
| +11% | +$992 | ﹤0.01% | 86 |
|
|
2019
Q4 | $12K | Hold |
327
| – | – | ﹤0.01% | 92 |
|
|
2019
Q3 | $11K | Buy |
327
+106
| +48% | +$3.57K | ﹤0.01% | 103 |
|
|
2019
Q2 | $8K | Buy |
221
+24
| +12% | +$869 | ﹤0.01% | 126 |
|
|
2019
Q1 | $7K | Sell |
197
-13,790
| -99% | -$490K | ﹤0.01% | 121 |
|
|
2018
Q4 | $453K | Buy |
13,987
+13,865
| +11,365% | +$449K | 0.13% | 40 |
|
|
2018
Q3 | $4K | Sell |
122
-3
| -2% | -$98 | ﹤0.01% | 226 |
|
|
2018
Q2 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 249 |
|