LWANC
Laurel Wealth Advisors (North Carolina)’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 | $1.69M | Buy |
72,143
+70,475
| +4,225% | +$1.65M | 0.02% | 210 |
|
|
2025
Q1 | $65.6K | Hold |
1,668
| – | – | 0.01% | 276 |
|
|
2024
Q4 | $64K | Sell |
1,668
-33
| -2% | -$1.27K | 0.01% | 284 |
|
|
2024
Q3 | $70.2K | Hold |
1,701
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $64.1K | Sell |
1,701
-1,613
| -49% | -$60.7K | 0.01% | 269 |
|
|
2024
Q1 | $120K | Sell |
3,314
-1,478
| -31% | -$53.5K | 0.02% | 218 |
|
|
2023
Q4 | $170K | Sell |
4,792
-241
| -5% | -$8.53K | 0.03% | 178 |
|
|
2023
Q3 | $169K | Sell |
5,033
-807
| -14% | -$27.1K | 0.04% | 176 |
|
|
2023
Q2 | $201K | Buy |
5,840
+239
| +4% | +$8.22K | 0.04% | 171 |
|
|
2023
Q1 | $191K | Buy |
5,601
+247
| +5% | +$8.43K | 0.04% | 174 |
|
|
2022
Q4 | $176K | Sell |
5,354
-94
| -2% | -$3.1K | 0.04% | 168 |
|
|
2022
Q3 | $169K | Buy |
5,448
+1,113
| +26% | +$34.5K | 0.04% | 167 |
|
|
2022
Q2 | $151K | Buy |
4,335
+54
| +1% | +$1.88K | 0.04% | 176 |
|
|
2022
Q1 | $165K | Buy |
4,281
+271
| +7% | +$10.4K | 0.03% | 184 |
|
|
2021
Q4 | $166K | Buy |
4,010
+48
| +1% | +$1.99K | 0.03% | 179 |
|
|
2021
Q3 | $169K | Buy |
3,962
+1,750
| +79% | +$74.6K | 0.04% | 178 |
|
|
2021
Q2 | $101K | Buy |
2,212
+14
| +0.6% | +$639 | 0.02% | 215 |
|
|
2021
Q1 | $96K | Buy |
2,198
+83
| +4% | +$3.63K | 0.02% | 211 |
|
|
2020
Q4 | $89K | Buy |
2,115
+26
| +1% | +$1.09K | 0.02% | 207 |
|
|
2020
Q3 | $76K | Hold |
2,089
| – | – | 0.02% | 203 |
|
|
2020
Q2 | $70K | Buy |
2,089
+35
| +2% | +$1.17K | 0.02% | 206 |
|
|
2020
Q1 | $58K | Hold |
2,054
| – | – | 0.02% | 207 |
|
|
2019
Q4 | $77K | Sell |
2,054
-413
| -17% | -$15.5K | 0.02% | 209 |
|
|
2019
Q3 | $85K | Buy |
2,467
+4
| +0.2% | +$138 | 0.03% | 195 |
|
|
2019
Q2 | $88K | Sell |
2,463
-409
| -14% | -$14.6K | 0.03% | 190 |
|
|
2019
Q1 | $103K | Buy |
2,872
+16
| +0.6% | +$574 | 0.04% | 173 |
|
|
2018
Q4 | $92K | Buy |
+2,856
| New | +$92K | 0.04% | 168 |
|