RSWM
Robertson Stephens Wealth Management’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,618
| Closed | -$233K | – | 405 |
|
|
2021
Q4 | $233K | Hold |
5,618
| – | – | 0.02% | 361 |
|
|
2021
Q3 | $238K | Hold |
5,618
| – | – | 0.03% | 282 |
|
|
2021
Q2 | $255K | Sell |
5,618
-93
| -2% | -$4.22K | 0.03% | 289 |
|
|
2021
Q1 | $250K | Hold |
5,711
| – | – | 0.04% | 255 |
|
|
2020
Q4 | $240K | Sell |
5,711
-867
| -13% | -$36.4K | 0.05% | 216 |
|
|
2020
Q3 | $240K | Buy |
+6,578
| New | +$240K | 0.06% | 202 |
|