Montis Financial’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,062
| Closed | -$227K | – | 83 |
|
2024
Q1 | $227K | Hold |
4,062
| – | – | 0.11% | 78 |
|
2023
Q4 | $229K | Buy |
+4,062
| New | +$229K | 0.14% | 67 |
|
2021
Q2 | – | Sell |
-4,420
| Closed | -$246K | – | 70 |
|
2021
Q1 | $246K | Hold |
4,420
| – | – | 0.23% | 57 |
|
2020
Q4 | $229K | Buy |
+4,420
| New | +$229K | 0.23% | 62 |
|