TSWM
Triangle Securities Wealth Management’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,387
| Closed | -$210K | – | 135 |
|
|
2014
Q3 | $210K | Hold |
4,387
| – | – | 0.16% | 117 |
|
|
2014
Q2 | $221K | Sell |
4,387
-2,443
| -36% | -$123K | 0.17% | 118 |
|
|
2014
Q1 | $328K | Buy |
6,830
+1,443
| +27% | +$69.3K | 0.29% | 90 |
|
|
2013
Q4 | $250K | Sell |
5,387
-1,750
| -25% | -$81.2K | 0.2% | 109 |
|
|
2013
Q3 | $325K | Sell |
7,137
-915
| -11% | -$41.7K | 0.28% | 94 |
|
|
2013
Q2 | $354K | Buy |
+8,052
| New | +$354K | 0.26% | 92 |
|