Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
6,853
+498
| +8% | +$21.3K | 0.02% | 271 |
|
|
2025
Q1 | $250K | Buy |
6,355
+1,215
| +24% | +$47.8K | 0.02% | 276 |
|
|
2024
Q4 | $197K | Buy |
+5,140
| New | +$197K | 0.02% | 312 |
|
|
2022
Q3 | – | Sell |
-1,456
| Closed | -$51K | – | 372 |
|
|
2022
Q2 | $51K | Buy |
1,456
+16
| +1% | +$560 | 0.01% | 234 |
|
|
2022
Q1 | $56K | Hold |
1,440
| – | – | 0.02% | 188 |
|
|
2021
Q4 | $60K | Buy |
+1,440
| New | +$60K | 0.03% | 169 |
|