RWA
Rooted Wealth Advisors’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 | $724K | Buy |
16,916
+77
| +0.5% | +$3.3K | 0.25% | 54 |
|
|
2025
Q1 | $617K | Sell |
16,839
-433
| -3% | -$15.9K | 0.27% | 51 |
|
|
2024
Q4 | $661K | Sell |
17,272
-2,119
| -11% | -$81.1K | 0.26% | 48 |
|
|
2024
Q3 | $830K | Sell |
19,391
-972
| -5% | -$41.6K | 0.37% | 43 |
|
|
2024
Q2 | $778K | Sell |
20,363
-14,090
| -41% | -$538K | 0.34% | 46 |
|
|
2024
Q1 | $1.26M | Buy |
34,453
+1,136
| +3% | +$41.4K | 0.62% | 36 |
|
|
2023
Q4 | $1.17M | Buy |
33,317
+9,030
| +37% | +$316K | 0.61% | 37 |
|
|
2023
Q3 | $841K | Buy |
24,287
+8,257
| +52% | +$286K | 0.52% | 38 |
|
|
2023
Q2 | $554K | Sell |
16,030
-119,052
| -88% | -$4.11M | 0.37% | 44 |
|
|
2023
Q1 | $4.65M | Buy |
135,082
+699
| +0.5% | +$24.1K | 3.45% | 7 |
|
|
2022
Q4 | $4.43M | Buy |
+134,383
| New | +$4.43M | 3.71% | 6 |
|