SWM
Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.12M | Buy |
237,808
+5,705
| +2% | +$219K | 1.73% | 13 |
|
|
2024
Q3 | $9.58M | Buy |
232,103
+826
| +0.4% | +$34.1K | 1.81% | 13 |
|
|
2024
Q2 | $8.71M | Buy |
231,277
+2,492
| +1% | +$93.9K | 1.76% | 13 |
|
|
2024
Q1 | $8.28M | Buy |
228,785
+44,442
| +24% | +$1.61M | 1.71% | 13 |
|
|
2023
Q4 | $6.53M | Buy |
184,343
+6,385
| +4% | +$226K | 1.57% | 12 |
|
|
2023
Q3 | $5.97M | Sell |
177,958
-29,126
| -14% | -$978K | 1.51% | 13 |
|
|
2023
Q2 | $7.12M | Buy |
207,084
+48,787
| +31% | +$1.68M | 1.67% | 10 |
|
|
2023
Q1 | $5.4M | Buy |
158,297
+18,565
| +13% | +$634K | 1.33% | 11 |
|
|
2022
Q4 | $4.61M | Sell |
139,732
-65,679
| -32% | -$2.16M | 1.16% | 12 |
|
|
2022
Q3 | $6.38M | Buy |
205,411
+5,348
| +3% | +$166K | 1.63% | 13 |
|
|
2022
Q2 | $6.96M | Buy |
+200,063
| New | +$6.96M | 1.74% | 12 |
|