Petra Financial Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-164,278
| Closed | -$4.86M | – | 149 |
|
|
2024
Q4 | $4.86M | Sell |
164,278
-5,535
| -3% | -$164K | 3.31% | 6 |
|
|
2024
Q3 | $5.55M | Buy |
169,813
+2,946
| +2% | +$96.2K | 3.66% | 5 |
|
|
2024
Q2 | $5.33M | Buy |
166,867
+6,152
| +4% | +$196K | 3.83% | 4 |
|
|
2024
Q1 | $5M | Buy |
160,715
+1,602
| +1% | +$49.8K | 3.67% | 5 |
|
|
2023
Q4 | $4.82M | Sell |
159,113
-988
| -0.6% | -$29.9K | 4.02% | 3 |
|
|
2023
Q3 | $4.39M | Buy |
160,101
+4,201
| +3% | +$115K | 3.66% | 3 |
|
|
2023
Q2 | $4.46M | Buy |
155,900
+4,909
| +3% | +$140K | 3.98% | 3 |
|
|
2023
Q1 | $4.08M | Sell |
150,991
-135
| -0.1% | -$3.65K | 4.04% | 6 |
|
|
2022
Q4 | $3.86M | Buy |
+151,126
| New | +$3.86M | 4.25% | 3 |
|