PWM
Paulson Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-6,496
| Closed | -$237K | – | 92 |
|
2020
Q3 | $237K | Sell |
6,496
-21
| -0.3% | -$766 | 0.15% | 73 |
|
2020
Q2 | $218K | Sell |
6,517
-877
| -12% | -$29.3K | 0.15% | 78 |
|
2020
Q1 | $218K | Sell |
7,394
-2,581
| -26% | -$76.1K | 0.17% | 76 |
|
2019
Q4 | $385K | Sell |
9,975
-1,731
| -15% | -$66.8K | 0.27% | 71 |
|
2019
Q3 | $401K | Buy |
11,706
+1,581
| +16% | +$54.2K | 0.3% | 60 |
|
2019
Q2 | $363K | Sell |
10,125
-597
| -6% | -$21.4K | 0.27% | 71 |
|
2019
Q1 | $383K | Buy |
10,722
+1,040
| +11% | +$37.2K | 0.29% | 75 |
|
2018
Q4 | $328K | Buy |
+9,682
| New | +$328K | 0.27% | 79 |
|
2018
Q1 | – | Sell |
-116
| Closed | -$4K | – | 456 |
|
2017
Q4 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 487 |
|