McClarren Financial Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,413
| Closed | -$41K | – | 307 |
|
2025
Q1 | $41K | Hold |
1,413
| – | – | 0.03% | 151 |
|
2024
Q4 | $41K | Buy |
1,413
+37
| +3% | +$1.07K | 0.12% | 93 |
|
2024
Q3 | $44 | Buy |
1,376
+1,345
| +4,339% | +$43 | 0.01% | 124 |
|
2024
Q2 | $43K | Sell |
31
-1,346
| -98% | -$1.87M | 0.03% | 156 |
|
2024
Q1 | $43K | Buy |
1,377
+1
| +0.1% | +$31 | 0.03% | 155 |
|
2023
Q4 | $42K | Buy |
1,376
+17
| +1% | +$519 | 0.03% | 171 |
|
2023
Q3 | $37K | Hold |
1,359
| – | – | 0.03% | 167 |
|
2023
Q2 | $38K | Hold |
1,359
| – | – | 0.03% | 170 |
|
2023
Q1 | $36K | Hold |
1,359
| – | – | 0.03% | 166 |
|
2022
Q4 | $34K | Buy |
1,359
+31
| +2% | +$776 | 0.03% | 174 |
|
2022
Q3 | $31K | Buy |
+1,328
| New | +$31K | 0.03% | 168 |
|
2022
Q2 | – | Sell |
-1,328
| Closed | -$40K | – | 295 |
|
2022
Q1 | $40K | Hold |
1,328
| – | – | 0.03% | 141 |
|
2021
Q4 | $43K | Hold |
1,328
| – | – | 0.03% | 152 |
|
2021
Q3 | $42K | Hold |
1,328
| – | – | 0.03% | 127 |
|
2021
Q2 | $44K | Hold |
1,328
| – | – | 0.04% | 129 |
|
2021
Q1 | $42K | Hold |
1,328
| – | – | 0.04% | 119 |
|
2020
Q4 | $39K | Buy |
+1,328
| New | +$39K | 0.04% | 113 |
|