HGWM
Harvest Group Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $8.38M | Buy |
245,600
+17,257
| +8% | +$589K | 5.21% | 6 |
|
|
2022
Q4 | $7.53M | Sell |
228,343
-209
| -0.1% | -$6.89K | 4.94% | 6 |
|
|
2022
Q3 | $7.15M | Buy |
228,552
+5,594
| +3% | +$175K | 4.75% | 6 |
|
|
2022
Q2 | $7.74M | Sell |
222,958
-7,690
| -3% | -$267K | 4.77% | 6 |
|
|
2022
Q1 | $8.91M | Buy |
230,648
+57,049
| +33% | +$2.2M | 5.07% | 5 |
|
|
2021
Q4 | $7.2M | Buy |
173,599
+10,428
| +6% | +$433K | 4.04% | 11 |
|
|
2021
Q3 | $6.94M | Buy |
163,171
+4,582
| +3% | +$195K | 4.08% | 12 |
|
|
2021
Q2 | $7.22M | Sell |
158,589
-6,394
| -4% | -$291K | 4.3% | 10 |
|
|
2021
Q1 | $7.4M | Sell |
164,983
-5,731
| -3% | -$257K | 4.64% | 9 |
|
|
2020
Q4 | $7.2M | Sell |
170,714
-21,171
| -11% | -$893K | 4.3% | 10 |
|
|
2020
Q3 | $7.02M | Sell |
191,885
-41,862
| -18% | -$1.53M | 4.87% | 8 |
|
|
2020
Q2 | $7.82M | Sell |
233,747
-1,912
| -0.8% | -$64K | 6.54% | 5 |
|
|
2020
Q1 | $6.71M | Buy |
+235,659
| New | +$6.71M | 6.76% | 6 |
|