Relaxing Retirement Coach’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,299
| Closed | -$202K | – | 47 |
|
|
2021
Q2 | $202K | Sell |
3,299
-3,148
| -49% | -$193K | 0.17% | 47 |
|
|
2021
Q1 | $357K | Sell |
6,447
-12,953
| -67% | -$717K | 0.41% | 37 |
|
|
2020
Q4 | $1M | Sell |
19,400
-71,314
| -79% | -$3.68M | 1.09% | 29 |
|
|
2020
Q3 | $4.02M | Buy |
90,714
+11,817
| +15% | +$523K | 1.75% | 24 |
|
|
2020
Q2 | $3.23M | Sell |
78,897
-31,413
| -28% | -$1.28M | 2.27% | 22 |
|
|
2020
Q1 | $3.65M | Sell |
110,310
-100,673
| -48% | -$3.33M | 2.25% | 22 |
|
|
2019
Q4 | $9.72M | Sell |
210,983
-5,188
| -2% | -$239K | 2.84% | 18 |
|
|
2019
Q3 | $9.4M | Buy |
216,171
+2,256
| +1% | +$98.1K | 2.9% | 18 |
|
|
2019
Q2 | $9.56M | Sell |
213,915
-60
| -0% | -$2.68K | 2.92% | 18 |
|
|
2019
Q1 | $9.53M | Buy |
213,975
+5,553
| +3% | +$247K | 2.97% | 18 |
|
|
2018
Q4 | $8.53M | Buy |
208,422
+17,403
| +9% | +$712K | 2.89% | 16 |
|
|
2018
Q3 | $8.56M | Buy |
191,019
+10,420
| +6% | +$467K | 2.56% | 17 |
|
|
2018
Q2 | $8.57M | Buy |
180,599
+33,896
| +23% | +$1.61M | 2.64% | 17 |
|
|
2018
Q1 | $7.71M | Buy |
146,703
+57,532
| +65% | +$3.02M | 2.43% | 20 |
|
|
2017
Q4 | $4.64M | Buy |
+89,171
| New | +$4.64M | 1.51% | 28 |
|