Life Planning Partners’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 | $486K | Buy |
11,373
+120
| +1% | +$5.13K | 0.39% | 42 |
|
|
2025
Q1 | $443K | Hold |
11,253
| – | – | 0.4% | 42 |
|
|
2024
Q4 | $432K | Hold |
11,253
| – | – | 0.4% | 41 |
|
|
2024
Q3 | $465K | Hold |
11,253
| – | – | 0.41% | 40 |
|
|
2024
Q2 | $424K | Hold |
11,253
| – | – | 0.38% | 42 |
|
|
2024
Q1 | $407K | Sell |
11,253
-1,000
| -8% | -$36.2K | 0.41% | 44 |
|
|
2023
Q4 | $434K | Buy |
+12,253
| New | +$434K | 0.43% | 41 |
|
|
2022
Q3 | $705K | Hold |
22,713
| – | – | 0.81% | 26 |
|
|
2022
Q2 | $789K | Sell |
22,713
-822
| -3% | -$28.6K | 0.89% | 24 |
|
|
2022
Q1 | $910K | Buy |
23,535
+2,100
| +10% | +$81.2K | 0.93% | 27 |
|
|
2021
Q4 | $889K | Buy |
+21,435
| New | +$889K | 0.9% | 27 |
|