Retirement Planning Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,096
| Closed | -$263K | – | 53 |
|
|
2016
Q3 | $263K | Sell |
6,096
-68,947
| -92% | -$2.97M | 0.09% | 44 |
|
|
2016
Q2 | $2.95M | Buy |
75,043
+1,118
| +2% | +$44K | 1% | 17 |
|
|
2016
Q1 | $2.88M | Buy |
73,925
+5,860
| +9% | +$228K | 1.02% | 17 |
|
|
2015
Q4 | $2.57M | Buy |
68,065
+4,238
| +7% | +$160K | 0.95% | 17 |
|
|
2015
Q3 | $2.36M | Buy |
63,827
+7,966
| +14% | +$295K | 1.04% | 17 |
|
|
2015
Q2 | $2.52M | Buy |
55,861
+2,275
| +4% | +$102K | 1.03% | 19 |
|
|
2015
Q1 | $2.4M | Buy |
53,586
+5,646
| +12% | +$253K | 0.96% | 21 |
|
|
2014
Q4 | $2.13M | Buy |
47,940
+4,835
| +11% | +$214K | 0.66% | 27 |
|
|
2014
Q3 | $2.07M | Buy |
43,105
+906
| +2% | +$43.5K | 0.64% | 25 |
|
|
2014
Q2 | $2.12M | Buy |
42,199
+2,240
| +6% | +$113K | 0.64% | 27 |
|
|
2014
Q1 | $1.9M | Buy |
39,959
+3,633
| +10% | +$172K | 0.61% | 30 |
|
|
2013
Q4 | $1.69M | Buy |
36,326
+460
| +1% | +$21.4K | 0.6% | 29 |
|
|
2013
Q3 | $1.63M | Buy |
35,866
+3,744
| +12% | +$170K | 0.59% | 32 |
|
|
2013
Q2 | $1.41M | Buy |
+32,122
| New | +$1.41M | 0.58% | 36 |
|