OWA
ORBA Wealth Advisors’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 | $2.64M | Sell |
61,703
-46,321
| -43% | -$1.98M | 2.4% | 14 |
|
2025
Q1 | $4.25M | Buy |
108,024
+11,790
| +12% | +$464K | 2.14% | 17 |
|
2024
Q4 | $3.69M | Buy |
96,234
+1,058
| +1% | +$40.6K | 1.93% | 18 |
|
2024
Q3 | $3.93M | Sell |
95,176
-150
| -0.2% | -$6.19K | 1.99% | 17 |
|
2024
Q2 | $3.59M | Buy |
95,326
+3,854
| +4% | +$145K | 1.86% | 20 |
|
2024
Q1 | $3.31M | Buy |
91,472
+830
| +0.9% | +$30K | 1.83% | 20 |
|
2023
Q4 | $3.21M | Buy |
+90,642
| New | +$3.21M | 1.92% | 19 |
|