Kohmann Bosshard Financial Services’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
Q1 | – | Sell |
-2,324
| Closed | -$136K | – | 444 |
|
2024
Q4 | $136K | Buy |
+2,324
| New | +$136K | 0.02% | 218 |
|
2022
Q4 | – | Sell |
-4,709
| Closed | -$215K | – | 158 |
|
2022
Q3 | $215K | Sell |
4,709
-4,466
| -49% | -$204K | 0.05% | 121 |
|
2022
Q2 | $446K | Sell |
9,175
-66,419
| -88% | -$3.23M | 0.1% | 80 |
|
2022
Q1 | $4.28M | Sell |
75,594
-8,346
| -10% | -$473K | 0.84% | 28 |
|
2021
Q4 | $5.06M | Buy |
83,940
+6,314
| +8% | +$381K | 1.01% | 23 |
|
2021
Q3 | $4.55M | Buy |
77,626
+8,518
| +12% | +$500K | 1% | 23 |
|
2021
Q2 | $4.24M | Buy |
69,108
+10,350
| +18% | +$635K | 0.97% | 22 |
|
2021
Q1 | $3.26M | Buy |
58,758
+13,510
| +30% | +$748K | 0.87% | 24 |
|
2020
Q4 | $2.36M | Sell |
45,248
-738
| -2% | -$38.5K | 0.73% | 28 |
|
2020
Q3 | $2.04M | Sell |
45,986
-5,957
| -11% | -$264K | 0.74% | 28 |
|
2020
Q2 | $2.12M | Sell |
51,943
-14,287
| -22% | -$583K | 0.79% | 25 |
|
2020
Q1 | $2.19M | Sell |
66,230
-9,431
| -12% | -$312K | 0.96% | 25 |
|
2019
Q4 | $3.49M | Buy |
75,661
+2,036
| +3% | +$93.8K | 1.28% | 20 |
|
2019
Q3 | $3.2M | Buy |
73,625
+7,948
| +12% | +$345K | 1.26% | 21 |
|
2019
Q2 | $2.94M | Buy |
65,677
+8,069
| +14% | +$361K | 1.23% | 22 |
|
2019
Q1 | $2.57M | Buy |
57,608
+1,969
| +4% | +$87.8K | 1.21% | 23 |
|
2018
Q4 | $2.28M | Sell |
55,639
-12,399
| -18% | -$508K | 1.24% | 23 |
|
2018
Q3 | $3.05M | Buy |
68,038
+8,463
| +14% | +$379K | 1.5% | 20 |
|
2018
Q2 | $2.83M | Buy |
59,575
+4,934
| +9% | +$234K | 1.6% | 19 |
|
2018
Q1 | $2.87M | Buy |
54,641
+5,015
| +10% | +$263K | 1.71% | 19 |
|
2017
Q4 | $2.58M | Buy |
49,626
+2,577
| +5% | +$134K | 1.66% | 17 |
|
2017
Q3 | $2.33M | Buy |
+47,049
| New | +$2.33M | 1.64% | 17 |
|
2017
Q1 | $1.84M | Buy |
40,509
+1,046
| +3% | +$47.5K | 1.56% | 18 |
|
2016
Q4 | $1.67M | Buy |
+39,463
| New | +$1.67M | 1.56% | 18 |
|