MWM
MBE Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,702
| Closed | -$214K | – | 63 |
|
|
2021
Q2 | $214K | Sell |
4,702
-14,006
| -75% | -$637K | 0.11% | 52 |
|
|
2021
Q1 | $819K | Sell |
18,708
-3,237
| -15% | -$142K | 0.44% | 25 |
|
|
2020
Q4 | $925K | Buy |
21,945
+170
| +0.8% | +$7.17K | 0.63% | 24 |
|
|
2020
Q3 | $728K | Buy |
21,775
+17
| +0.1% | +$568 | 0.61% | 23 |
|
|
2020
Q2 | $728K | Buy |
21,758
+8,251
| +61% | +$276K | 0.61% | 23 |
|
|
2020
Q1 | $384K | Buy |
13,507
+1,943
| +17% | +$55.2K | 0.37% | 21 |
|
|
2019
Q4 | $434K | Buy |
+11,564
| New | +$434K | 0.43% | 20 |
|