Plante Moran Financial Advisors’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-130
| Closed | -$5.37K | – | 985 |
|
|
2024
Q3 | $5.37K | Buy |
+130
| New | +$5.37K | ﹤0.01% | 677 |
|
|
2024
Q2 | – | Sell |
-473
| Closed | -$17.1K | – | 884 |
|
|
2024
Q1 | $17.1K | Buy |
473
+296
| +167% | +$10.7K | ﹤0.01% | 525 |
|
|
2023
Q4 | $6.27K | Buy |
+177
| New | +$6.27K | ﹤0.01% | 626 |
|
|
2023
Q3 | – | Sell |
-1,420
| Closed | -$48.8K | – | 872 |
|
|
2023
Q2 | $48.8K | Hold |
1,420
| – | – | 0.01% | 304 |
|
|
2023
Q1 | $48.5K | Hold |
1,420
| – | – | 0.01% | 296 |
|
|
2022
Q4 | $46.8K | Buy |
+1,420
| New | +$46.8K | 0.01% | 316 |
|
|
2021
Q4 | – | Sell |
-262
| Closed | -$11K | – | 1102 |
|
|
2021
Q3 | $11K | Buy |
+262
| New | +$11K | ﹤0.01% | 677 |
|
|
2019
Q4 | – | Sell |
-278
| Closed | -$10K | – | 889 |
|
|
2019
Q3 | $10K | Buy |
+278
| New | +$10K | ﹤0.01% | 598 |
|
|
2018
Q4 | – | Sell |
-514
| Closed | -$18K | – | 957 |
|
|
2018
Q3 | $18K | Buy |
+514
| New | +$18K | 0.01% | 440 |
|