OWA
Outlook 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 | $1.17M | Sell |
27,270
-12,335
| -31% | -$527K | 0.3% | 61 |
|
|
2025
Q1 | $1.56M | Sell |
39,605
-117
| -0.3% | -$4.61K | 0.43% | 46 |
|
|
2024
Q4 | $1.52M | Sell |
39,722
-4,164
| -9% | -$160K | 0.44% | 44 |
|
|
2024
Q3 | $1.81M | Buy |
43,886
+1,114
| +3% | +$46K | 0.52% | 36 |
|
|
2024
Q2 | $365K | Buy |
42,772
+1,074
| +3% | +$9.18K | 0.11% | 172 |
|
|
2024
Q1 | $1.51M | Sell |
41,698
-10,188
| -20% | -$369K | 0.47% | 43 |
|
|
2023
Q4 | $1.84M | Buy |
51,886
+15,165
| +41% | +$537K | 0.64% | 35 |
|
|
2023
Q3 | $1.23M | Buy |
36,721
+6,629
| +22% | +$223K | 0.47% | 49 |
|
|
2023
Q2 | $1.03M | Buy |
30,092
+6,691
| +29% | +$230K | 0.39% | 53 |
|
|
2023
Q1 | $799K | Buy |
+23,401
| New | +$799K | 0.36% | 68 |
|
|
2021
Q3 | – | Sell |
-20,521
| Closed | -$934K | – | 220 |
|
|
2021
Q2 | $934K | Sell |
20,521
-527
| -3% | -$24K | 0.3% | 84 |
|
|
2021
Q1 | $921K | Sell |
21,048
-699
| -3% | -$30.6K | 0.32% | 74 |
|
|
2020
Q4 | $917K | Sell |
21,747
-18,334
| -46% | -$773K | 0.33% | 73 |
|
|
2020
Q3 | $1.47M | Buy |
+40,081
| New | +$1.47M | 0.58% | 44 |
|
|
2020
Q2 | – | Sell |
-40,745
| Closed | -$1.16M | – | 177 |
|
|
2020
Q1 | $1.16M | Buy |
+40,745
| New | +$1.16M | 0.66% | 39 |
|
|
2019
Q3 | – | Sell |
-38,639
| Closed | -$1.38M | – | 166 |
|
|
2019
Q2 | $1.38M | Buy |
38,639
+9,729
| +34% | +$348K | 0.91% | 28 |
|
|
2019
Q1 | $1.03M | Buy |
28,910
+22,335
| +340% | +$799K | 0.85% | 27 |
|
|
2018
Q4 | $2.13M | Buy |
+6,575
| New | +$2.13M | 0.97% | 20 |
|