Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-440
| Closed | -$19K | – | 964 |
|
|
2021
Q3 | $19K | Hold |
440
| – | – | 0.01% | 663 |
|
|
2021
Q2 | $20K | Buy |
+440
| New | +$20K | 0.01% | 511 |
|
|
2020
Q2 | – | Sell |
-1,466
| Closed | -$47K | – | 973 |
|
|
2020
Q1 | $47K | Hold |
1,466
| – | – | 0.04% | 216 |
|
|
2019
Q4 | $55K | Buy |
1,466
+1,428
| +3,758% | +$53.6K | 0.04% | 229 |
|
|
2019
Q3 | $1K | Sell |
38
-66
| -63% | -$1.74K | ﹤0.01% | 827 |
|
|
2019
Q2 | $4K | Hold |
104
| – | – | ﹤0.01% | 701 |
|
|
2019
Q1 | $3K | Hold |
104
| – | – | ﹤0.01% | 603 |
|
|
2018
Q4 | $3K | Buy |
+104
| New | +$3K | ﹤0.01% | 644 |
|