Genovese Burford & Brothers Wealth & Retirement Plan Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,825
| Closed | -$253K | – | 98 |
|
|
2018
Q4 | $253K | Sell |
7,825
-21,814
| -74% | -$705K | 0.08% | 73 |
|
|
2018
Q3 | $1.03M | Buy |
29,639
+7,604
| +35% | +$265K | 0.35% | 27 |
|
|
2018
Q2 | $779K | Buy |
22,035
+3,322
| +18% | +$117K | 0.28% | 31 |
|
|
2018
Q1 | $735K | Buy |
18,713
+10,340
| +123% | +$406K | 0.27% | 28 |
|
|
2017
Q4 | $348K | Buy |
+8,373
| New | +$348K | 0.91% | 21 |
|
|
2016
Q1 | – | Sell |
-90
| Closed | -$2K | – | 408 |
|
|
2015
Q4 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 348 |
|