WCFA
Walkner Condon Financial Advisors’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 | $2.66M | Sell |
62,198
-9,886
| -14% | -$423K | 0.49% | 50 |
|
|
2025
Q1 | $2.84M | Sell |
72,084
-261,325
| -78% | -$10.3M | 0.57% | 45 |
|
|
2024
Q4 | $12.8M | Sell |
333,409
-7,987
| -2% | -$306K | 2.6% | 8 |
|
|
2024
Q3 | $14.1M | Buy |
341,396
+18,713
| +6% | +$772K | 2.88% | 7 |
|
|
2024
Q2 | $12.2M | Buy |
322,683
+17,436
| +6% | +$657K | 2.62% | 6 |
|
|
2024
Q1 | $11M | Buy |
305,247
+31,658
| +12% | +$1.15M | 2.34% | 8 |
|
|
2023
Q4 | $9.69M | Buy |
273,589
+20,330
| +8% | +$720K | 2.21% | 10 |
|
|
2023
Q3 | $8.5M | Buy |
253,259
+1,643
| +0.7% | +$55.2K | 2.25% | 9 |
|
|
2023
Q2 | $8.65M | Buy |
251,616
+8,789
| +4% | +$302K | 2.29% | 9 |
|
|
2023
Q1 | $8.29M | Buy |
242,827
+15,594
| +7% | +$532K | 2.32% | 9 |
|
|
2022
Q4 | $7.49M | Sell |
227,233
-16,496
| -7% | -$544K | 2.24% | 10 |
|
|
2022
Q3 | $7.57M | Buy |
243,729
+8,491
| +4% | +$264K | 2.44% | 6 |
|
|
2022
Q2 | $8.18M | Sell |
235,238
-2,321
| -1% | -$80.7K | 2.56% | 7 |
|
|
2022
Q1 | $9.18M | Buy |
+237,559
| New | +$9.18M | 2.61% | 7 |
|
|
2021
Q3 | – | Sell |
-185,372
| Closed | -$8.45M | – | 169 |
|
|
2021
Q2 | $8.45M | Buy |
185,372
+50,430
| +37% | +$2.3M | 3.1% | 7 |
|
|
2021
Q1 | $5.91M | Sell |
134,942
-8,073
| -6% | -$353K | 2.3% | 10 |
|
|
2020
Q4 | $6.03M | Buy |
143,015
+2,861
| +2% | +$121K | 2.6% | 10 |
|
|
2020
Q3 | $5.12M | Buy |
140,154
+656
| +0.5% | +$24K | 2.74% | 8 |
|
|
2020
Q2 | $4.67M | Sell |
139,498
-1,266
| -0.9% | -$42.4K | 4.11% | 7 |
|
|
2020
Q1 | $4.01M | Buy |
140,764
+36,407
| +35% | +$1.04M | 4.28% | 7 |
|
|
2019
Q4 | $3.92M | Buy |
+104,357
| New | +$3.92M | 3.78% | 6 |
|