NECFA
New England Capital Financial Advisors’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 | – | Sell |
-1
| Closed | -$37 | – | 422 |
|
|
2024
Q3 | $37 | Sell |
1
-4,300
| -100% | -$159K | ﹤0.01% | 396 |
|
|
2024
Q2 | $162K | Sell |
4,301
-555
| -11% | -$20.9K | 0.09% | 55 |
|
|
2024
Q1 | $176K | Sell |
4,856
-68,694
| -93% | -$2.49M | 0.1% | 54 |
|
|
2023
Q4 | $2.6M | Buy |
73,550
+6,482
| +10% | +$230K | 1.56% | 15 |
|
|
2023
Q3 | $2.25M | Buy |
67,068
+2,299
| +4% | +$77.2K | 1.55% | 15 |
|
|
2023
Q2 | $2.23M | Sell |
64,769
-1,614
| -2% | -$55.5K | 1.47% | 15 |
|
|
2023
Q1 | $2.27M | Buy |
66,383
+1,766
| +3% | +$60.3K | 1.6% | 14 |
|
|
2022
Q4 | $2.32M | Buy |
+64,617
| New | +$2.32M | 1.64% | 13 |
|