TFO Wealth Partners’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11
| Closed | -$398 | – | 654 |
|
|
2024
Q1 | $398 | Buy |
11
+2
| +22% | +$72 | ﹤0.01% | 315 |
|
|
2023
Q4 | $319 | Sell |
9
-3
| -25% | -$106 | ﹤0.01% | 500 |
|
|
2023
Q3 | $413 | Hold |
12
| – | – | ﹤0.01% | 515 |
|
|
2023
Q2 | $413 | Buy |
12
+1
| +9% | +$34 | ﹤0.01% | 321 |
|
|
2023
Q1 | $375 | Sell |
11
-17,968
| -100% | -$613K | ﹤0.01% | 309 |
|
|
2022
Q4 | $6.88M | Buy |
17,979
+17,949
| +59,830% | +$6.86M | 1.59% | 8 |
|
|
2022
Q3 | $1K | Sell |
30
-2
| -6% | -$67 | ﹤0.01% | 134 |
|
|
2022
Q2 | $1K | Sell |
32
-996
| -97% | -$31.1K | ﹤0.01% | 463 |
|
|
2022
Q1 | $40K | Buy |
1,028
+931
| +960% | +$36.2K | 0.01% | 76 |
|
|
2021
Q4 | $4K | Buy |
97
+12
| +14% | +$495 | ﹤0.01% | 111 |
|
|
2021
Q3 | $4K | Buy |
85
+39
| +85% | +$1.84K | ﹤0.01% | 119 |
|
|
2021
Q2 | $2K | Buy |
46
+22
| +92% | +$957 | ﹤0.01% | 103 |
|
|
2021
Q1 | $1K | Buy |
24
+20
| +500% | +$833 | ﹤0.01% | 161 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 154 |
|
|
2020
Q3 | – | Sell |
-32
| Closed | -$1K | – | 184 |
|
|
2020
Q2 | $1K | Sell |
32
-198
| -86% | -$6.19K | ﹤0.01% | 131 |
|
|
2020
Q1 | $6K | Sell |
230
-10
| -4% | -$261 | ﹤0.01% | 103 |
|
|
2019
Q4 | $9K | Buy |
+240
| New | +$9K | 0.01% | 126 |
|