PWPS
Pinnacle Wealth Planning Services’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 | $4.01M | Buy |
93,790
+4,494
| +5% | +$192K | 0.53% | 31 |
|
|
2025
Q1 | $3.52M | Sell |
89,296
-1,407
| -2% | -$55.4K | 0.53% | 30 |
|
|
2024
Q4 | $3.48M | Sell |
90,703
-1,571
| -2% | -$60.3K | 0.52% | 32 |
|
|
2024
Q3 | $3.81M | Sell |
92,274
-13,008
| -12% | -$537K | 0.52% | 31 |
|
|
2024
Q2 | $3.97M | Buy |
105,282
+1,812
| +2% | +$68.3K | 0.57% | 26 |
|
|
2024
Q1 | $3.74M | Buy |
103,470
+2,163
| +2% | +$78.3K | 0.55% | 27 |
|
|
2023
Q4 | $3.59M | Buy |
101,307
+4,544
| +5% | +$161K | 0.56% | 26 |
|
|
2023
Q3 | $3.25M | Buy |
96,763
+2,861
| +3% | +$96K | 0.54% | 28 |
|
|
2023
Q2 | $3.23M | Buy |
93,902
+3,497
| +4% | +$120K | 0.52% | 33 |
|
|
2023
Q1 | $3.09M | Buy |
90,405
+1,238
| +1% | +$42.3K | 0.51% | 34 |
|
|
2022
Q4 | $2.94M | Buy |
89,167
+21,177
| +31% | +$698K | 0.52% | 35 |
|
|
2022
Q3 | $2.11M | Buy |
67,990
+3,334
| +5% | +$104K | 0.39% | 43 |
|
|
2022
Q2 | $2.25M | Buy |
64,656
+6,283
| +11% | +$218K | 0.4% | 45 |
|
|
2022
Q1 | $2.26M | Buy |
58,373
+7,936
| +16% | +$307K | 0.41% | 44 |
|
|
2021
Q4 | $2.09M | Buy |
50,437
+4,544
| +10% | +$188K | 0.41% | 43 |
|
|
2021
Q3 | $1.95M | Buy |
45,893
+3,540
| +8% | +$151K | 0.43% | 45 |
|
|
2021
Q2 | $1.93M | Buy |
42,353
+4,752
| +13% | +$216K | 0.45% | 44 |
|
|
2021
Q1 | $1.65M | Sell |
37,601
-210
| -0.6% | -$9.19K | 0.42% | 48 |
|
|
2020
Q4 | $1.59M | Buy |
37,811
+421
| +1% | +$17.7K | 0.38% | 44 |
|
|
2020
Q3 | $1.37M | Buy |
37,390
+2,535
| +7% | +$92.7K | 0.45% | 38 |
|
|
2020
Q2 | $1.04M | Sell |
34,855
-3,325
| -9% | -$99.1K | 0.34% | 56 |
|
|
2020
Q1 | $995K | Buy |
38,180
+6,782
| +22% | +$177K | 0.47% | 42 |
|
|
2019
Q4 | $1.18M | Buy |
31,398
+209
| +0.7% | +$7.86K | 0.56% | 33 |
|
|
2019
Q3 | $1.07M | Buy |
31,189
+3,692
| +13% | +$127K | 0.58% | 30 |
|
|
2019
Q2 | $984K | Buy |
27,497
+2,791
| +11% | +$99.9K | 0.59% | 28 |
|
|
2019
Q1 | $884K | Buy |
24,706
+675
| +3% | +$24.2K | 0.59% | 32 |
|
|
2018
Q4 | $778K | Sell |
24,031
-14,145
| -37% | -$458K | 0.5% | 41 |
|
|
2018
Q3 | $1.33M | Buy |
38,176
+8,635
| +29% | +$301K | 1.22% | 16 |
|
|
2018
Q2 | $1.04M | Buy |
29,541
+3,403
| +13% | +$120K | 1.01% | 24 |
|
|
2018
Q1 | $1.03M | Buy |
+26,138
| New | +$1.03M | 1.06% | 21 |
|