MWM
McNaughton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
29,143
+1,597
| +6% | +$68.3K | 0.56% | 50 |
|
|
2025
Q1 | $1.08M | Sell |
27,546
-111,549
| -80% | -$4.39M | 0.53% | 48 |
|
|
2024
Q4 | $5.34M | Buy |
139,095
+1,684
| +1% | +$64.6K | 2.57% | 13 |
|
|
2024
Q3 | $5.67M | Buy |
137,411
+4,552
| +3% | +$188K | 2.76% | 12 |
|
|
2024
Q2 | $5M | Buy |
132,859
+3,133
| +2% | +$118K | 2.65% | 12 |
|
|
2024
Q1 | $4.69M | Buy |
129,726
+4,472
| +4% | +$162K | 2.6% | 12 |
|
|
2023
Q4 | $4.44M | Buy |
125,254
+6,236
| +5% | +$221K | 2.63% | 12 |
|
|
2023
Q3 | $4M | Buy |
119,018
+3,603
| +3% | +$121K | 2.66% | 13 |
|
|
2023
Q2 | $3.97M | Sell |
115,415
-376
| -0.3% | -$12.9K | 2.54% | 12 |
|
|
2023
Q1 | $3.95M | Buy |
115,791
+2,541
| +2% | +$86.7K | 2.62% | 12 |
|
|
2022
Q4 | $3.73M | Buy |
113,250
+5,008
| +5% | +$165K | 2.55% | 13 |
|
|
2022
Q3 | $3.36M | Buy |
108,242
+9,090
| +9% | +$282K | 2.47% | 14 |
|
|
2022
Q2 | $3.45M | Buy |
99,152
+6,910
| +7% | +$240K | 2.44% | 13 |
|
|
2022
Q1 | $3.56M | Buy |
92,242
+3,793
| +4% | +$147K | 2.32% | 14 |
|
|
2021
Q4 | $3.67M | Buy |
88,449
+4,631
| +6% | +$192K | 2.38% | 14 |
|
|
2021
Q3 | $3.57M | Sell |
83,818
-935
| -1% | -$39.8K | 2.52% | 14 |
|
|
2021
Q2 | $3.86M | Buy |
84,753
+4,835
| +6% | +$220K | 2.7% | 14 |
|
|
2021
Q1 | $3.5M | Sell |
79,918
-2,625
| -3% | -$115K | 2.68% | 14 |
|
|
2020
Q4 | $3.48M | Sell |
82,543
-2,359
| -3% | -$99.5K | 2.79% | 14 |
|
|
2020
Q3 | $3.1M | Sell |
84,902
-5,615
| -6% | -$205K | 2.72% | 10 |
|
|
2020
Q2 | $3.03M | Buy |
90,517
+13,092
| +17% | +$438K | 2.81% | 10 |
|
|
2020
Q1 | $2.2M | Buy |
77,425
+19,580
| +34% | +$557K | 2.35% | 13 |
|
|
2019
Q4 | $2.17M | Buy |
+57,845
| New | +$2.17M | 2.02% | 14 |
|