MWM
Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.07M | Sell |
80,057
-56,636
| -41% | -$2.17M | 0.13% | 53 |
|
|
2024
Q3 | $5.64M | Sell |
136,693
-3,740
| -3% | -$154K | 0.23% | 48 |
|
|
2024
Q2 | $5.29M | Sell |
140,433
-2,212
| -2% | -$83.3K | 0.23% | 47 |
|
|
2024
Q1 | $5.16M | Buy |
142,645
+744
| +0.5% | +$26.9K | 0.23% | 49 |
|
|
2023
Q4 | $5.02M | Buy |
141,901
+56,413
| +66% | +$2M | 0.24% | 50 |
|
|
2023
Q3 | $2.87M | Sell |
85,488
-64,705
| -43% | -$2.17M | 0.15% | 49 |
|
|
2023
Q2 | $5.16M | Buy |
150,193
+59,338
| +65% | +$2.04M | 0.25% | 53 |
|
|
2023
Q1 | $3.1M | Sell |
90,855
-71,026
| -44% | -$2.42M | 0.16% | 55 |
|
|
2022
Q4 | $5.34M | Buy |
161,881
+15,789
| +11% | +$520K | 0.27% | 47 |
|
|
2022
Q3 | $4.54M | Sell |
146,092
-11,128
| -7% | -$345K | 0.3% | 29 |
|
|
2022
Q2 | $5.47M | Sell |
157,220
-28,487
| -15% | -$991K | 0.38% | 26 |
|
|
2022
Q1 | $7.18M | Sell |
185,707
-31,509
| -15% | -$1.22M | 0.59% | 29 |
|
|
2021
Q4 | $9.01M | Sell |
217,216
-7,964
| -4% | -$330K | 0.66% | 21 |
|
|
2021
Q3 | $9.58M | Sell |
225,180
-10,427
| -4% | -$443K | 0.8% | 20 |
|
|
2021
Q2 | $10.7M | Sell |
235,607
-18,377
| -7% | -$836K | 0.92% | 20 |
|
|
2021
Q1 | $11.1M | Sell |
253,984
-4,972
| -2% | -$218K | 1.27% | 16 |
|
|
2020
Q4 | $10.9M | Sell |
258,956
-9,143
| -3% | -$385K | 1.17% | 17 |
|
|
2020
Q3 | $9.8M | Sell |
268,099
-11,325
| -4% | -$414K | 1.47% | 17 |
|
|
2020
Q2 | $9.35M | Buy |
279,424
+51,832
| +23% | +$1.73M | 1.49% | 16 |
|
|
2020
Q1 | $6.48M | Buy |
+227,592
| New | +$6.48M | 1.41% | 19 |
|