Valtinson Bruner Financial Planning’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,913
| Closed | -$393K | – | 90 |
|
|
2021
Q1 | $393K | Buy |
6,913
+32
| +0.5% | +$1.82K | 0.23% | 59 |
|
|
2020
Q4 | $361K | Buy |
6,881
+493
| +8% | +$25.9K | 0.23% | 57 |
|
|
2020
Q3 | $282K | Buy |
6,388
+118
| +2% | +$5.21K | 0.2% | 61 |
|
|
2020
Q2 | $280K | Sell |
6,270
-4,889
| -44% | -$218K | 0.2% | 64 |
|
|
2020
Q1 | $404K | Sell |
11,159
-95
| -0.8% | -$3.44K | 0.33% | 47 |
|
|
2019
Q4 | $516K | Buy |
11,254
+2,878
| +34% | +$132K | 0.37% | 41 |
|
|
2019
Q3 | $369K | Buy |
+8,376
| New | +$369K | 0.3% | 44 |
|