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 |
|