Patriot Financial Group Insurance Agency’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10
| Closed | – | – | 882 |
|
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2056 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$30K | – | 2102 |
|
|
2021
Q4 | $30K | Hold |
500
| – | – | 0.01% | 1058 |
|
|
2021
Q3 | $29K | Sell |
500
-200
| -29% | -$11.6K | 0.01% | 1060 |
|
|
2021
Q2 | $43K | Sell |
700
-9
| -1% | -$553 | 0.01% | 890 |
|
|
2021
Q1 | $39K | Buy |
709
+509
| +255% | +$28K | 0.01% | 848 |
|
|
2020
Q4 | $10K | Buy |
200
+194
| +3,233% | +$9.7K | ﹤0.01% | 1211 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1719 |
|
|
2020
Q2 | $0 | Sell |
6
-43
| -88% | – | ﹤0.01% | 1705 |
|
|
2020
Q1 | $2K | Sell |
49
-69
| -58% | -$2.82K | ﹤0.01% | 1294 |
|
|
2019
Q4 | $5K | Sell |
118
-11
| -9% | -$466 | ﹤0.01% | 972 |
|
|
2019
Q3 | $6K | Hold |
129
| – | – | ﹤0.01% | 892 |
|
|
2019
Q2 | $6K | Sell |
129
-14
| -10% | -$651 | ﹤0.01% | 894 |
|
|
2019
Q1 | $6K | Buy |
143
+9
| +7% | +$378 | ﹤0.01% | 802 |
|
|
2018
Q4 | $5K | Sell |
134
-68
| -34% | -$2.54K | ﹤0.01% | 728 |
|
|
2018
Q3 | $9K | Buy |
202
+131
| +185% | +$5.84K | 0.01% | 643 |
|
|
2018
Q2 | $3K | Sell |
71
-188
| -73% | -$7.94K | ﹤0.01% | 520 |
|
|
2018
Q1 | $13K | Buy |
259
+188
| +265% | +$9.44K | 0.01% | 553 |
|
|
2017
Q4 | $4K | Hold |
71
| – | – | ﹤0.01% | 765 |
|
|
2017
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 729 |
|
|
2017
Q2 | $3K | Buy |
71
+20
| +39% | +$845 | ﹤0.01% | 762 |
|
|
2017
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 759 |
|
|
2016
Q4 | $2K | Buy |
+51
| New | +$2K | ﹤0.01% | 689 |
|