MWM
Merriman Wealth Management’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-35,292
| Closed | -$2.04M | – | 218 |
|
|
2024
Q2 | $2.04M | Sell |
35,292
-31
| -0.1% | -$1.8K | 0.09% | 74 |
|
|
2024
Q1 | $1.97M | Sell |
35,323
-421
| -1% | -$23.5K | 0.09% | 73 |
|
|
2023
Q4 | $2.02M | Buy |
+35,744
| New | +$2.02M | 0.1% | 73 |
|
|
2022
Q1 | – | Sell |
-49,291
| Closed | -$2.92M | – | 207 |
|
|
2021
Q4 | $2.92M | Sell |
49,291
-2,410
| -5% | -$143K | 0.21% | 59 |
|
|
2021
Q3 | $3.03M | Sell |
51,701
-1,023
| -2% | -$60K | 0.25% | 57 |
|
|
2021
Q2 | $3.23M | Sell |
52,724
-454
| -0.9% | -$27.8K | 0.28% | 57 |
|
|
2021
Q1 | $2.95M | Buy |
53,178
+48
| +0.1% | +$2.66K | 0.34% | 56 |
|
|
2020
Q4 | $2.74M | Buy |
53,130
+967
| +2% | +$49.9K | 0.29% | 63 |
|
|
2020
Q3 | $2.32M | Sell |
52,163
-1,280
| -2% | -$56.8K | 0.35% | 55 |
|
|
2020
Q2 | $2.18M | Buy |
+53,443
| New | +$2.18M | 0.35% | 53 |
|
|
2020
Q1 | – | Sell |
-81,172
| Closed | -$3.74M | – | 166 |
|
|
2019
Q4 | $3.74M | Sell |
81,172
-2,928
| -3% | -$135K | 0.72% | 41 |
|
|
2019
Q3 | $3.65M | Buy |
84,100
+70,959
| +540% | +$3.08M | 0.74% | 42 |
|
|
2019
Q2 | $5.94K | Sell |
13,141
-11,443
| -47% | -$5.17K | 0.11% | 112 |
|
|
2019
Q1 | $1.1M | Buy |
+24,584
| New | +$1.1M | 0.21% | 90 |
|
|
2018
Q4 | – | Sell |
-20,984
| Closed | -$940K | – | 180 |
|
|
2018
Q3 | $940K | Hold |
20,984
| – | – | 0.2% | 82 |
|
|
2018
Q2 | $996K | Sell |
20,984
-19,991
| -49% | -$949K | 0.23% | 77 |
|
|
2018
Q1 | $2.15M | Buy |
+40,975
| New | +$2.15M | 0.57% | 42 |
|
|
2014
Q1 | – | Sell |
-8,950
| Closed | -$415K | – | 52 |
|
|
2013
Q4 | $415K | Sell |
8,950
-7,400
| -45% | -$343K | 0.18% | 57 |
|
|
2013
Q3 | $744K | Buy |
+16,350
| New | +$744K | 0.39% | 42 |
|