O'Brien Wealth Partners’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-14,771
| Closed | -$458K | – | 62 |
|
2022
Q3 | $458K | Buy |
+14,771
| New | +$458K | 0.19% | 24 |
|
2018
Q4 | – | Sell |
-600
| Closed | -$21K | – | 176 |
|
2018
Q3 | $21K | Hold |
600
| – | – | 0.01% | 102 |
|
2018
Q2 | $21K | Hold |
600
| – | – | 0.02% | 50 |
|
2018
Q1 | $24K | Buy |
+600
| New | +$24K | 0.02% | 84 |
|