Lutz Financial Services’s SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $296K | Hold |
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|
2023
Q4 | $293K | Hold |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $284K | Hold |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $274K | Buy |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $332K | Hold |
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|
2021
Q4 | $350K | Buy |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $356K | Buy |
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|
2020
Q3 | $305K | Hold |
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|
2020
Q2 | $284K | Sell |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $2.27M | Buy |
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|
2019
Q3 | $2.1M | Sell |
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|
2019
Q2 | $2.19M | Buy |
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|
2019
Q1 | $2.18M | Buy |
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|
2018
Q4 | $1.99M | Buy |
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|
2018
Q3 | $2.13M | Buy |
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|
2018
Q2 | $2.09M | Buy |
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|
2018
Q1 | $2.3M | Sell |
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|
2017
Q4 | $2.42M | Buy |
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