Marshall Financial Group (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,646
| Closed | -$641K | – | 196 |
|
|
2022
Q3 | $641K | Buy |
20,646
+2
| +0% | +$62 | 0.27% | 119 |
|
|
2022
Q2 | $718K | Buy |
20,644
+2,000
| +11% | +$69.6K | 0.29% | 118 |
|
|
2022
Q1 | $720K | Buy |
18,644
+338
| +2% | +$13.1K | 0.29% | 129 |
|
|
2021
Q4 | $760K | Buy |
18,306
+694
| +4% | +$28.8K | 0.28% | 131 |
|
|
2021
Q3 | $749K | Buy |
17,612
+703
| +4% | +$29.9K | 0.39% | 93 |
|
|
2021
Q2 | $769K | Buy |
16,909
+1,056
| +7% | +$48K | 0.42% | 76 |
|
|
2021
Q1 | $694K | Buy |
15,853
+214
| +1% | +$9.37K | 0.41% | 82 |
|
|
2020
Q4 | $659K | Buy |
+15,639
| New | +$659K | 0.43% | 78 |
|