IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-132
| Closed | -$6K | – | 3723 |
|
|
2022
Q4 | $6K | Sell |
132
-26
| -16% | -$1.18K | ﹤0.01% | 3684 |
|
|
2022
Q3 | $8K | Buy |
158
+31
| +24% | +$1.57K | ﹤0.01% | 3769 |
|
|
2022
Q2 | $6K | Hold |
127
| – | – | ﹤0.01% | 3679 |
|
|
2022
Q1 | $6K | Buy |
+127
| New | +$6K | ﹤0.01% | 3679 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3726 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3464 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3377 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3272 |
|
|
2020
Q3 | – | Sell |
-108
| Closed | -$4K | – | 3142 |
|
|
2020
Q2 | $4K | Sell |
108
-802
| -88% | -$29.7K | ﹤0.01% | 2143 |
|
|
2020
Q1 | $28K | Sell |
910
-618
| -40% | -$19K | ﹤0.01% | 1355 |
|
|
2019
Q4 | $64K | Buy |
1,528
+54
| +4% | +$2.26K | ﹤0.01% | 1157 |
|
|
2019
Q3 | $55K | Buy |
+1,474
| New | +$55K | ﹤0.01% | 1324 |
|
|
2019
Q1 | $11K | Sell |
252
-2,743
| -92% | -$120K | ﹤0.01% | 1568 |
|
|
2018
Q4 | $123K | Buy |
2,995
+1,595
| +114% | +$65.5K | 0.01% | 1079 |
|
|
2018
Q3 | $63K | Buy |
1,400
+86
| +7% | +$3.87K | ﹤0.01% | 1754 |
|
|
2018
Q2 | $62K | Buy |
1,314
+189
| +17% | +$8.92K | ﹤0.01% | 1765 |
|
|
2018
Q1 | $59K | Hold |
1,125
| – | – | ﹤0.01% | 1717 |
|
|
2017
Q4 | $59K | Buy |
1,125
+211
| +23% | +$11.1K | ﹤0.01% | 1714 |
|
|
2017
Q3 | $45K | Sell |
914
-152
| -14% | -$7.48K | ﹤0.01% | 2037 |
|
|
2017
Q2 | $50K | Buy |
1,066
+637
| +148% | +$29.9K | ﹤0.01% | 1956 |
|
|
2017
Q1 | $19K | Sell |
429
-27
| -6% | -$1.2K | ﹤0.01% | 2509 |
|
|
2016
Q4 | $18K | Buy |
456
+78
| +21% | +$3.08K | ﹤0.01% | 2513 |
|
|
2016
Q3 | $16K | Buy |
378
+343
| +980% | +$14.5K | ﹤0.01% | 2520 |
|
|
2016
Q2 | $1K | Sell |
35
-217
| -86% | -$6.2K | ﹤0.01% | 3591 |
|
|
2016
Q1 | $11K | Sell |
252
-173
| -41% | -$7.55K | ﹤0.01% | 1568 |
|
|
2015
Q4 | $16K | Buy |
+425
| New | +$16K | ﹤0.01% | 2274 |
|