Heritage Wealth Management (Arizona)’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $9.01K | Buy |
184
+92
| +100% | +$4.5K | ﹤0.01% | 790 |
|
|
2022
Q3 | $4K | Sell |
92
-97
| -51% | -$4.22K | ﹤0.01% | 779 |
|
|
2022
Q2 | $9.2K | Sell |
189
-477
| -72% | -$23.2K | ﹤0.01% | 676 |
|
|
2022
Q1 | $38K | Buy |
+666
| New | +$38K | 0.01% | 506 |
|
|
2021
Q3 | $60K | Sell |
1,020
-1,761
| -63% | -$104K | 0.02% | 424 |
|
|
2021
Q2 | $171K | Buy |
+2,781
| New | +$171K | 0.06% | 250 |
|