Venturi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-177
| Closed | -$10.4K | – | 977 |
|
|
2024
Q4 | $10.4K | Sell |
177
-180
| -50% | -$10.6K | ﹤0.01% | 1423 |
|
|
2024
Q3 | $22.3K | Sell |
357
-1,374
| -79% | -$85.7K | ﹤0.01% | 986 |
|
|
2024
Q2 | $100K | Sell |
1,731
-110,257
| -98% | -$6.39M | 0.01% | 503 |
|
|
2024
Q1 | $6.25M | Buy |
111,988
+8,138
| +8% | +$454K | 0.4% | 58 |
|
|
2023
Q4 | $5.86M | Buy |
103,850
+586
| +0.6% | +$33.1K | 0.41% | 52 |
|
|
2023
Q3 | $5.52M | Buy |
+103,264
| New | +$5.52M | 0.43% | 49 |
|