Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,206
| Closed | -$53K | – | 1533 |
|
|
2021
Q1 | $53K | Buy |
1,206
+124
| +11% | +$5.45K | ﹤0.01% | 814 |
|
|
2020
Q4 | $46K | Buy |
1,082
+13
| +1% | +$553 | ﹤0.01% | 790 |
|
|
2020
Q3 | $39K | Hold |
1,069
| – | – | ﹤0.01% | 704 |
|
|
2020
Q2 | $36K | Buy |
1,069
+201
| +23% | +$6.77K | ﹤0.01% | 805 |
|
|
2020
Q1 | $26K | Buy |
+868
| New | +$26K | ﹤0.01% | 786 |
|
|
2019
Q3 | – | Sell |
-397
| Closed | -$14K | – | 1650 |
|
|
2019
Q2 | $14K | Buy |
+397
| New | +$14K | ﹤0.01% | 933 |
|