MHWM
Montz Harcus 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 | $945K | Buy |
22,115
+1,472
| +7% | +$62.9K | 0.46% | 27 |
|
|
2025
Q1 | $813K | Buy |
20,643
+2,667
| +15% | +$105K | 0.44% | 27 |
|
|
2024
Q4 | $690K | Buy |
17,976
+1,799
| +11% | +$69K | 0.39% | 30 |
|
|
2024
Q3 | $668K | Buy |
16,177
+521
| +3% | +$21.5K | 0.39% | 30 |
|
|
2024
Q2 | $590K | Buy |
15,656
+921
| +6% | +$34.7K | 0.38% | 29 |
|
|
2024
Q1 | $533K | Buy |
14,735
+1,610
| +12% | +$58.3K | 0.36% | 31 |
|
|
2023
Q4 | $465K | Buy |
13,125
+1,479
| +13% | +$52.4K | 0.35% | 31 |
|
|
2023
Q3 | $391K | Sell |
11,646
-69
| -0.6% | -$2.32K | 0.33% | 32 |
|
|
2023
Q2 | $403K | Buy |
11,715
+325
| +3% | +$11.2K | 0.33% | 34 |
|
|
2023
Q1 | $389K | Buy |
11,390
+729
| +7% | +$24.9K | 0.36% | 33 |
|
|
2022
Q4 | $351K | Buy |
10,661
+542
| +5% | +$17.9K | 0.35% | 34 |
|
|
2022
Q3 | $314K | Buy |
10,119
+1,082
| +12% | +$33.6K | 0.35% | 32 |
|
|
2022
Q2 | $314K | Buy |
9,037
+1,275
| +16% | +$44.3K | 0.33% | 36 |
|
|
2022
Q1 | $300K | Buy |
7,762
+2,046
| +36% | +$79.1K | 0.27% | 39 |
|
|
2021
Q4 | $237K | Buy |
+5,716
| New | +$237K | 0.21% | 45 |
|