PWA
Phoenix 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 | $4.51M | Buy |
105,558
+27,223
| +35% | +$1.16M | 1.89% | 13 |
|
|
2025
Q1 | $3.08M | Buy |
78,335
+14,031
| +22% | +$552K | 1.34% | 20 |
|
|
2024
Q4 | $2.47M | Buy |
64,304
+17,140
| +36% | +$658K | 1.07% | 32 |
|
|
2024
Q3 | $1.95M | Buy |
47,164
+4,993
| +12% | +$206K | 0.9% | 38 |
|
|
2024
Q2 | $1.59M | Buy |
42,171
+6,372
| +18% | +$240K | 0.8% | 38 |
|
|
2024
Q1 | $1.3M | Buy |
35,799
+10,106
| +39% | +$366K | 0.79% | 37 |
|
|
2023
Q4 | $899K | Buy |
25,693
+9,763
| +61% | +$342K | 0.63% | 39 |
|
|
2023
Q3 | $535K | Buy |
15,930
+3,570
| +29% | +$120K | 0.31% | 46 |
|
|
2023
Q2 | $425K | Buy |
12,360
+1,842
| +18% | +$63.3K | 0.25% | 54 |
|
|
2023
Q1 | $359K | Buy |
10,518
+1,293
| +14% | +$44.1K | 0.22% | 64 |
|
|
2022
Q4 | $304K | Buy |
+9,225
| New | +$304K | 0.18% | 78 |
|