PWA
Peterson 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 | $2.89M | Sell |
67,676
-1,899
| -3% | -$81.2K | 0.48% | 25 |
|
|
2025
Q1 | $2.45M | Buy |
69,575
+10,264
| +17% | +$361K | 0.47% | 26 |
|
|
2024
Q4 | $2.28M | Buy |
59,311
+22,221
| +60% | +$855K | 0.41% | 28 |
|
|
2024
Q3 | $1.53M | Buy |
37,090
+403
| +1% | +$16.6K | 0.29% | 29 |
|
|
2024
Q2 | $1.38M | Buy |
36,687
+322
| +0.9% | +$12.1K | 0.29% | 28 |
|
|
2024
Q1 | $1.32M | Sell |
36,365
-3,680
| -9% | -$133K | 0.28% | 28 |
|
|
2023
Q4 | $1.42M | Sell |
40,045
-2,117
| -5% | -$75K | 0.34% | 28 |
|
|
2023
Q3 | $1.42M | Sell |
42,162
-278
| -0.7% | -$9.33K | 0.38% | 25 |
|
|
2023
Q2 | $1.47M | Sell |
42,440
-4,878
| -10% | -$169K | 0.39% | 26 |
|
|
2023
Q1 | $1.61M | Sell |
47,318
-35
| -0.1% | -$1.2K | 0.44% | 24 |
|
|
2022
Q4 | $1.56M | Buy |
47,353
+2,119
| +5% | +$69.8K | 0.47% | 23 |
|
|
2022
Q3 | $1.4M | Buy |
45,234
+2,363
| +6% | +$73.3K | 0.47% | 23 |
|
|
2022
Q2 | $1.49M | Buy |
42,871
+915
| +2% | +$31.8K | 0.49% | 23 |
|
|
2022
Q1 | $1.62M | Buy |
41,956
+3,159
| +8% | +$122K | 0.48% | 24 |
|
|
2021
Q4 | $1.61M | Buy |
38,797
+2,221
| +6% | +$92.2K | 0.46% | 23 |
|
|
2021
Q3 | $1.56M | Buy |
36,576
+11,085
| +43% | +$472K | 0.51% | 22 |
|
|
2021
Q2 | $1.16M | Buy |
25,491
+1,253
| +5% | +$57K | 0.41% | 21 |
|
|
2021
Q1 | $1.06M | Buy |
24,238
+1,063
| +5% | +$46.5K | 0.43% | 21 |
|
|
2020
Q4 | $977K | Buy |
23,175
+1,172
| +5% | +$49.4K | 0.43% | 22 |
|
|
2020
Q3 | $804K | Buy |
22,003
+2,682
| +14% | +$98K | 0.41% | 22 |
|
|
2020
Q2 | $646K | Buy |
19,321
+378
| +2% | +$12.6K | 0.34% | 24 |
|
|
2020
Q1 | $539K | Buy |
18,943
+5,147
| +37% | +$146K | 0.35% | 29 |
|
|
2019
Q4 | $519K | Buy |
13,796
+1,074
| +8% | +$40.4K | 0.3% | 23 |
|
|
2019
Q3 | $436K | Buy |
12,722
+1,077
| +9% | +$36.9K | 0.27% | 25 |
|
|
2019
Q2 | $417K | Buy |
11,645
+844
| +8% | +$30.2K | 0.26% | 26 |
|
|
2019
Q1 | $396K | Buy |
10,801
+1,178
| +12% | +$43.2K | 0.26% | 26 |
|
|
2018
Q4 | $311K | Buy |
9,623
+566
| +6% | +$18.3K | 0.25% | 28 |
|
|
2018
Q3 | $315K | Buy |
9,057
+829
| +10% | +$28.8K | 0.23% | 35 |
|
|
2018
Q2 | $291K | Buy |
8,228
+861
| +12% | +$30.5K | 0.24% | 34 |
|
|
2018
Q1 | $290K | Buy |
+7,367
| New | +$290K | 0.24% | 37 |
|