LFPWM
Leicht Financial Planning & Wealth Management’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 | $10.3M | Buy |
240,225
+116,234
| +94% | +$4.97M | 4.88% | 8 |
|
|
2025
Q1 | $4.88M | Sell |
123,991
-1,421
| -1% | -$55.9K | 2.55% | 9 |
|
|
2024
Q4 | $4.81M | Sell |
125,412
-804
| -0.6% | -$30.9K | 2.46% | 13 |
|
|
2024
Q3 | $5.21M | Buy |
126,216
+2,817
| +2% | +$116K | 2.62% | 10 |
|
|
2024
Q2 | $4.65M | Sell |
123,399
-2,076
| -2% | -$78.2K | 2.48% | 12 |
|
|
2024
Q1 | $4.54M | Buy |
125,475
+6,357
| +5% | +$230K | 2.49% | 13 |
|
|
2023
Q4 | $4.22M | Sell |
119,118
-1,294
| -1% | -$45.8K | 2.42% | 13 |
|
|
2023
Q3 | $4.04M | Buy |
120,412
+4,163
| +4% | +$140K | 2.49% | 13 |
|
|
2023
Q2 | $4M | Sell |
116,249
-1,111
| -0.9% | -$38.2K | 2.41% | 13 |
|
|
2023
Q1 | $4.01M | Buy |
117,360
+6,880
| +6% | +$235K | 2.47% | 14 |
|
|
2022
Q4 | $3.64M | Sell |
110,480
-2,761
| -2% | -$91K | 2.44% | 18 |
|
|
2022
Q3 | $3.52M | Buy |
113,241
+3,995
| +4% | +$124K | 2.51% | 18 |
|
|
2022
Q2 | $3.8M | Buy |
109,246
+837
| +0.8% | +$29.1K | 2.57% | 18 |
|
|
2022
Q1 | $4.19M | Buy |
108,409
+10,467
| +11% | +$404K | 2.49% | 20 |
|
|
2021
Q4 | $4.06M | Buy |
97,942
+1,266
| +1% | +$52.5K | 2.32% | 18 |
|
|
2021
Q3 | $4.16M | Buy |
+96,676
| New | +$4.16M | 2.5% | 16 |
|