Vertex Planning Partners’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 | $3.41M | Sell |
99,846
-197
| -0.2% | -$6.73K | 0.71% | 32 |
|
2025
Q1 | $2.95M | Sell |
100,043
-57,693
| -37% | -$1.7M | 0.64% | 31 |
|
2024
Q4 | $4.67M | Buy |
157,736
+3,013
| +2% | +$89.2K | 1.03% | 22 |
|
2024
Q3 | $5.05M | Buy |
154,723
+22,850
| +17% | +$747K | 1.21% | 19 |
|
2024
Q2 | $4.21M | Buy |
131,873
+1,767
| +1% | +$56.4K | 1.09% | 19 |
|
2024
Q1 | $4.05M | Buy |
130,106
+21,168
| +19% | +$658K | 1.12% | 15 |
|
2023
Q4 | $3.3M | Buy |
+108,938
| New | +$3.3M | 0.98% | 15 |
|