ULWM
Upper Left 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 | $1.03M | Buy |
23,999
+4,932
| +26% | +$211K | 0.68% | 35 |
|
|
2025
Q1 | $751K | Sell |
19,067
-3,232
| -14% | -$127K | 0.54% | 38 |
|
|
2024
Q4 | $856K | Sell |
22,299
-120
| -0.5% | -$4.6K | 0.73% | 37 |
|
|
2024
Q3 | $865K | Hold |
22,419
| – | – | 0.76% | 37 |
|
|
2024
Q2 | $845K | Buy |
22,419
+2,028
| +10% | +$76.4K | 0.76% | 35 |
|
|
2024
Q1 | $738K | Sell |
20,391
-1,653
| -7% | -$59.8K | 0.68% | 36 |
|
|
2023
Q4 | $781K | Buy |
22,044
+3,211
| +17% | +$114K | 0.76% | 34 |
|
|
2023
Q3 | $632K | Sell |
18,833
-503
| -3% | -$16.9K | 0.66% | 34 |
|
|
2023
Q2 | $665K | Sell |
19,336
-91
| -0.5% | -$3.13K | 0.74% | 35 |
|
|
2023
Q1 | $663K | Sell |
19,427
-2,071
| -10% | -$70.7K | 0.75% | 34 |
|
|
2022
Q4 | $709K | Buy |
+21,498
| New | +$709K | 0.84% | 33 |
|
|
2022
Q1 | – | Sell |
-21,483
| Closed | -$902K | – | 56 |
|
|
2021
Q4 | $902K | Buy |
+21,483
| New | +$902K | 0.9% | 27 |
|