U.S. Capital Wealth Advisors’s Columbia EM Core ex-China ETF XCEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.44M | Sell |
71,429
-36,100
| -34% | -$1.23M | 0.07% | 264 |
|
2025
Q1 | $3.18M | Buy |
107,529
+11,650
| +12% | +$344K | 0.1% | 215 |
|
2024
Q4 | $2.84M | Buy |
95,879
+5,002
| +6% | +$148K | 0.09% | 232 |
|
2024
Q3 | $2.97M | Sell |
90,877
-2,360
| -3% | -$77.1K | 0.1% | 185 |
|
2024
Q2 | $2.98M | Buy |
93,237
+32,278
| +53% | +$1.03M | 0.11% | 173 |
|
2024
Q1 | $1.9M | Buy |
60,959
+35,381
| +138% | +$1.1M | 0.07% | 245 |
|
2023
Q4 | $774K | Buy |
+25,578
| New | +$774K | 0.03% | 376 |
|