Investments & Financial Planning LLC’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 | $208K | Buy |
+4,870
| New | +$208K | 0.12% | 36 |
|
|
2024
Q4 | – | Sell |
-5,174
| Closed | -$214K | – | 35 |
|
|
2024
Q3 | $214K | Buy |
+5,174
| New | +$214K | 0.14% | 33 |
|
|
2024
Q1 | – | Sell |
-5,810
| Closed | -$206K | – | 34 |
|
|
2023
Q4 | $206K | Buy |
+5,810
| New | +$206K | 0.15% | 32 |
|
|
2023
Q3 | – | Sell |
-6,182
| Closed | -$213K | – | 34 |
|
|
2023
Q2 | $213K | Sell |
6,182
-133
| -2% | -$4.57K | 0.18% | 34 |
|
|
2023
Q1 | $216K | Sell |
6,315
-357
| -5% | -$12.2K | 0.2% | 35 |
|
|
2022
Q4 | $220K | Buy |
+6,672
| New | +$220K | 0.22% | 34 |
|
|
2022
Q2 | $241K | Sell |
6,938
-563
| -8% | -$19.6K | 0.25% | 34 |
|
|
2022
Q1 | $290K | Buy |
7,501
+98
| +1% | +$3.79K | 0.25% | 30 |
|
|
2021
Q4 | $313K | Buy |
+7,403
| New | +$313K | 0.28% | 27 |
|