SWM
Sterling 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
+7,945
| New | +$340K | 0.12% | 77 |
|
|
2024
Q4 | $354K | Sell |
9,219
-849
| -8% | -$32.6K | 0.13% | 80 |
|
|
2024
Q3 | $416K | Sell |
10,068
-2,494
| -20% | -$103K | 0.16% | 74 |
|
|
2024
Q2 | $473K | Sell |
12,562
-519
| -4% | -$19.6K | 0.22% | 58 |
|
|
2024
Q1 | $473K | Sell |
13,081
-1,234
| -9% | -$44.7K | 0.24% | 53 |
|
|
2023
Q4 | $507K | Buy |
+14,315
| New | +$507K | 0.29% | 48 |
|