MWM
Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-669,762
| Closed | -$22.5M | – | 454 |
|
|
2023
Q3 | $22.5M | Buy |
669,762
+4,716
| +0.7% | +$158K | 0.87% | 20 |
|
|
2023
Q2 | $22.9M | Sell |
665,046
-161
| -0% | -$5.54K | 0.86% | 25 |
|
|
2023
Q1 | $22.7M | Buy |
665,207
+127,453
| +24% | +$4.35M | 0.86% | 28 |
|
|
2022
Q4 | $17.7M | Buy |
+537,754
| New | +$17.7M | 0.67% | 41 |
|