Kathleen S. Wright Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
24,116
-2,084
| -8% | -$129K | 0.58% | 38 |
|
|
2025
Q1 | $1.48M | Sell |
26,200
-738
| -3% | -$41.8K | 0.61% | 34 |
|
|
2024
Q4 | $1.58M | Sell |
26,938
-820
| -3% | -$48.1K | 0.66% | 33 |
|
|
2024
Q3 | $1.73M | Buy |
27,758
+769
| +3% | +$48K | 0.71% | 33 |
|
|
2024
Q2 | $1.56M | Buy |
26,989
+480
| +2% | +$27.8K | 0.72% | 34 |
|
|
2024
Q1 | $1.48M | Sell |
26,509
-424
| -2% | -$23.7K | 0.7% | 34 |
|
|
2023
Q4 | $1.52M | Buy |
26,933
+1,358
| +5% | +$76.7K | 0.77% | 33 |
|
|
2023
Q3 | $1.37M | Buy |
25,575
+1,150
| +5% | +$61.5K | 0.77% | 36 |
|
|
2023
Q2 | $1.28M | Buy |
24,425
+409
| +2% | +$21.5K | 0.82% | 32 |
|
|
2023
Q1 | $1.22M | Buy |
24,016
+156
| +0.7% | +$7.9K | 0.8% | 34 |
|
|
2022
Q4 | $1.17M | Buy |
23,860
+1,893
| +9% | +$92.7K | 0.79% | 36 |
|
|
2022
Q3 | $1M | Buy |
21,967
+2,423
| +12% | +$110K | 0.81% | 36 |
|
|
2022
Q2 | $951K | Buy |
19,544
+1,754
| +10% | +$85.3K | 0.8% | 36 |
|
|
2022
Q1 | $1.01M | Buy |
17,790
+5,236
| +42% | +$297K | 0.74% | 36 |
|
|
2021
Q4 | $745K | Buy |
+12,554
| New | +$745K | 0.55% | 45 |
|