Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $16.7M | Sell |
442,544
-45,130
| -9% | -$1.7M | 9.25% | 1 |
|
|
2024
Q1 | $17.6M | Buy |
487,674
+12,044
| +3% | +$436K | 8.99% | 1 |
|
|
2023
Q4 | $16.8M | Buy |
+475,630
| New | +$16.8M | 9.13% | 1 |
|
|
2022
Q4 | $46.6M | Buy |
1,412,802
+822,910
| +140% | +$27.1M | 6.65% | 2 |
|
|
2022
Q3 | $18.3M | Sell |
589,892
-11,030
| -2% | -$342K | 5.88% | 2 |
|
|
2022
Q2 | $20.9M | Buy |
600,922
+7,305
| +1% | +$254K | 6.95% | 2 |
|
|
2022
Q1 | $22.9M | Buy |
+593,617
| New | +$22.9M | 6.2% | 2 |
|
|
2021
Q3 | $15.6M | Buy |
366,772
+77,749
| +27% | +$3.31M | 5.55% | 2 |
|
|
2021
Q2 | $13.2M | Buy |
+289,023
| New | +$13.2M | 4.99% | 2 |
|