ORG
Optimist Retirement Group’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 | $6.53M | Sell |
152,875
-2,950
| -2% | -$126K | 3.13% | 7 |
|
|
2025
Q1 | $6.13M | Sell |
155,825
-162
| -0.1% | -$6.38K | 3.07% | 7 |
|
|
2024
Q4 | $5.99M | Buy |
155,987
+3,171
| +2% | +$122K | 2.83% | 8 |
|
|
2024
Q3 | $6.31M | Buy |
152,816
+7,488
| +5% | +$309K | 2.85% | 8 |
|
|
2024
Q2 | $5.47M | Buy |
145,328
+619
| +0.4% | +$23.3K | 2.88% | 7 |
|
|
2024
Q1 | $5.24M | Buy |
144,709
+14,907
| +11% | +$539K | 2.69% | 7 |
|
|
2023
Q4 | $4.6M | Buy |
+129,802
| New | +$4.6M | 2.99% | 7 |
|