Marion Wealth Management’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-24,114
Closed -$1.29M 124
2023
Q3
$1.29M Buy
24,114
+354
+1% +$18.9K 0.45% 50
2023
Q2
$1.25M Buy
23,760
+450
+2% +$23.6K 0.44% 47
2023
Q1
$1.18M Buy
23,310
+1,274
+6% +$64.5K 0.44% 47
2022
Q4
$1.08M Buy
22,036
+3,238
+17% +$158K 0.45% 50
2022
Q3
$856K Buy
18,798
+1,453
+8% +$66.2K 0.44% 47
2022
Q2
$844K Sell
17,345
-2,544
-13% -$124K 0.44% 47
2022
Q1
$1.13M Buy
19,889
+345
+2% +$19.5K 0.55% 45
2021
Q4
$1.16M Buy
+19,544
New +$1.16M 0.55% 45