MWC
MBM Wealth Consultants’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,030
| Closed | -$201K | – | 119 |
|
|
2023
Q3 | $201K | Buy |
+6,030
| New | +$201K | 0.09% | 101 |
|
|
2023
Q2 | – | Sell |
-4,161
| Closed | -$182K | – | 249 |
|
|
2023
Q1 | $182K | Hold |
4,161
| – | – | 0.07% | 105 |
|
|
2022
Q4 | $139K | Buy |
4,161
+355
| +9% | +$11.9K | 0.06% | 115 |
|
|
2022
Q3 | $120K | Sell |
3,806
-1,626
| -30% | -$51.3K | 0.06% | 100 |
|
|
2022
Q2 | $189K | Buy |
5,432
+167
| +3% | +$5.81K | 0.09% | 84 |
|
|
2022
Q1 | $203K | Sell |
5,265
-252
| -5% | -$9.72K | 0.08% | 97 |
|
|
2021
Q4 | $229K | Buy |
5,517
+473
| +9% | +$19.6K | 0.1% | 93 |
|
|
2021
Q3 | $215K | Buy |
5,044
+389
| +8% | +$16.6K | 0.1% | 91 |
|
|
2021
Q2 | $211K | Buy |
4,655
+37
| +0.8% | +$1.68K | 0.1% | 95 |
|
|
2021
Q1 | $202K | Sell |
4,618
-122
| -3% | -$5.34K | 0.1% | 87 |
|
|
2020
Q4 | $200K | Buy |
4,740
+188
| +4% | +$7.93K | 0.11% | 84 |
|
|
2020
Q3 | $166K | Sell |
4,552
-16
| -0.4% | -$583 | 0.11% | 79 |
|
|
2020
Q2 | $152K | Buy |
4,568
+474
| +12% | +$15.8K | 0.11% | 79 |
|
|
2020
Q1 | $116K | Buy |
4,094
+685
| +20% | +$19.4K | 0.1% | 82 |
|
|
2019
Q4 | $128K | Buy |
3,409
+277
| +9% | +$10.4K | 0.09% | 88 |
|
|
2019
Q3 | $107K | Buy |
3,132
+320
| +11% | +$10.9K | 0.08% | 97 |
|
|
2019
Q2 | $101K | Buy |
2,812
+438
| +18% | +$15.7K | 0.08% | 98 |
|
|
2019
Q1 | $85K | Buy |
2,374
+634
| +36% | +$22.7K | 0.07% | 102 |
|
|
2018
Q4 | $56K | Buy |
+1,740
| New | +$56K | 0.05% | 127 |
|