JWA
JFS Wealth Advisors’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
29,833
-207
| -0.7% | -$8.85K | 0.08% | 136 |
|
|
2025
Q1 | $1.18M | Sell |
30,040
-127
| -0.4% | -$5K | 0.08% | 135 |
|
|
2024
Q4 | $1.16M | Sell |
30,167
-185
| -0.6% | -$7.1K | 0.08% | 130 |
|
|
2024
Q3 | $1.25M | Buy |
30,352
+121
| +0.4% | +$5K | 0.08% | 131 |
|
|
2024
Q2 | $1.14M | Sell |
30,231
-395
| -1% | -$14.9K | 0.09% | 104 |
|
|
2024
Q1 | $1.11M | Sell |
30,626
-200
| -0.6% | -$7.24K | 0.09% | 108 |
|
|
2023
Q4 | $1.09M | Sell |
30,826
-784
| -2% | -$27.8K | 0.09% | 102 |
|
|
2023
Q3 | $1.06M | Sell |
31,610
-86
| -0.3% | -$2.89K | 0.1% | 105 |
|
|
2023
Q2 | $1.09M | Buy |
31,696
+64
| +0.2% | +$2.2K | 0.1% | 106 |
|
|
2023
Q1 | $1.08M | Sell |
31,632
-883
| -3% | -$30.1K | 0.1% | 107 |
|
|
2022
Q4 | $1.07M | Sell |
32,515
-2,795
| -8% | -$92.1K | 0.1% | 107 |
|
|
2022
Q3 | $1.1M | Sell |
35,310
-334
| -0.9% | -$10.4K | 0.12% | 101 |
|
|
2022
Q2 | $1.24M | Hold |
35,644
| – | – | 0.13% | 93 |
|
|
2022
Q1 | $1.38M | Buy |
35,644
+727
| +2% | +$28.1K | 0.13% | 98 |
|
|
2021
Q4 | $1.45M | Buy |
34,917
+1,726
| +5% | +$71.6K | 0.14% | 98 |
|
|
2021
Q3 | $1.41M | Sell |
33,191
-839
| -2% | -$35.7K | 0.14% | 98 |
|
|
2021
Q2 | $1.55M | Sell |
34,030
-184
| -0.5% | -$8.37K | 0.23% | 69 |
|
|
2021
Q1 | $1.5M | Buy |
34,214
+177
| +0.5% | +$7.75K | 0.31% | 63 |
|
|
2020
Q4 | $1.44M | Buy |
34,037
+123
| +0.4% | +$5.19K | 0.3% | 66 |
|
|
2020
Q3 | $1.24M | Sell |
33,914
-493
| -1% | -$18K | 0.29% | 64 |
|
|
2020
Q2 | $1.15M | Buy |
34,407
+3,031
| +10% | +$101K | 0.3% | 63 |
|
|
2020
Q1 | $893K | Buy |
31,376
+25,602
| +443% | +$729K | 0.27% | 65 |
|
|
2019
Q4 | $217K | Buy |
5,774
+244
| +4% | +$9.17K | 0.05% | 136 |
|
|
2019
Q3 | $190K | Buy |
5,530
+134
| +2% | +$4.6K | 0.05% | 145 |
|
|
2019
Q2 | $193K | Sell |
5,396
-34
| -0.6% | -$1.22K | 0.05% | 140 |
|
|
2019
Q1 | $194K | Sell |
5,430
-10,098
| -65% | -$361K | 0.05% | 136 |
|
|
2018
Q4 | $502K | Buy |
15,528
+10,525
| +210% | +$340K | 0.13% | 92 |
|
|
2018
Q3 | $174K | Buy |
5,003
+908
| +22% | +$31.6K | 0.04% | 150 |
|
|
2018
Q2 | $145K | Buy |
4,095
+624
| +18% | +$22.1K | 0.04% | 162 |
|
|
2018
Q1 | $136K | Buy |
3,471
+2,213
| +176% | +$86.7K | 0.04% | 171 |
|
|
2017
Q4 | $48K | Buy |
+1,258
| New | +$48K | 0.01% | 259 |
|