Kingswood Wealth Advisors’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 | $2.87M | Buy |
67,092
+6,676
| +11% | +$285K | 0.23% | 104 |
|
2025
Q1 | $2.38M | Buy |
60,416
+715
| +1% | +$28.2K | 0.22% | 111 |
|
2024
Q4 | $2.29M | Sell |
59,701
-770
| -1% | -$29.5K | 0.17% | 131 |
|
2024
Q3 | $2.5M | Buy |
60,471
+32,741
| +118% | +$1.35M | 0.18% | 124 |
|
2024
Q2 | $1.04M | Buy |
27,730
+18,346
| +196% | +$691K | 0.09% | 225 |
|
2024
Q1 | $340K | Buy |
+9,384
| New | +$340K | 0.04% | 441 |
|