WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Sell |
3,951
-10
| -0.3% | -$427 | 0.02% | 340 |
|
|
2025
Q1 | $156K | Sell |
3,961
-56
| -1% | -$2.21K | 0.02% | 338 |
|
|
2024
Q4 | $154K | Sell |
4,017
-124
| -3% | -$4.76K | 0.02% | 307 |
|
|
2024
Q3 | $171K | Hold |
4,141
| – | – | 0.02% | 309 |
|
|
2024
Q2 | $156K | Sell |
4,141
-668
| -14% | -$25.2K | 0.02% | 293 |
|
|
2024
Q1 | $174K | Hold |
4,809
| – | – | 0.03% | 281 |
|
|
2023
Q4 | $170K | Sell |
4,809
-10,267
| -68% | -$364K | 0.03% | 287 |
|
|
2023
Q3 | $506K | Sell |
15,076
-754
| -5% | -$25.3K | 0.08% | 207 |
|
|
2023
Q2 | $544K | Buy |
15,830
+3,433
| +28% | +$118K | 0.08% | 199 |
|
|
2023
Q1 | $423K | Buy |
12,397
+5,461
| +79% | +$186K | 0.07% | 221 |
|
|
2022
Q4 | $229K | Buy |
+6,936
| New | +$229K | 0.04% | 270 |
|
|
2021
Q3 | – | Sell |
-305
| Closed | -$14K | – | 668 |
|
|
2021
Q2 | $14K | Sell |
305
-40
| -12% | -$1.84K | ﹤0.01% | 711 |
|
|
2021
Q1 | $15K | Buy |
+345
| New | +$15K | ﹤0.01% | 728 |
|
|
2020
Q4 | – | Sell |
-13,740
| Closed | -$502K | – | 399 |
|
|
2020
Q3 | $502K | Buy |
+13,740
| New | +$502K | 0.18% | 126 |
|
|
2020
Q1 | – | Sell |
-2,741
| Closed | -$103K | – | 301 |
|
|
2019
Q4 | $103K | Sell |
2,741
-71
| -3% | -$2.67K | 0.05% | 191 |
|
|
2019
Q3 | $96K | Buy |
2,812
+1,287
| +84% | +$43.9K | 0.05% | 183 |
|
|
2019
Q2 | $55K | Sell |
1,525
-904
| -37% | -$32.6K | 0.03% | 175 |
|
|
2019
Q1 | $87K | Sell |
2,429
-529
| -18% | -$18.9K | 0.05% | 177 |
|
|
2018
Q4 | $97K | Buy |
2,958
+893
| +43% | +$29.3K | 0.07% | 147 |
|
|
2018
Q3 | $72K | Buy |
+2,065
| New | +$72K | 0.04% | 156 |
|