Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $23K | Hold |
600
| – | – | 0.62% | 37 |
|
|
2021
Q4 | $25K | Hold |
600
| – | – | 0.62% | 36 |
|
|
2021
Q3 | $26K | Sell |
600
-500
| -45% | -$21.7K | 0.72% | 35 |
|
|
2021
Q2 | $50K | Sell |
1,100
-50,092
| -98% | -$2.28M | 0.26% | 58 |
|
|
2021
Q1 | $2.24M | Buy |
51,192
+5,199
| +11% | +$228K | 0.22% | 110 |
|
|
2020
Q4 | $1.94M | Sell |
45,993
-1,142
| -2% | -$48.1K | 0.2% | 114 |
|
|
2020
Q3 | $1.72M | Buy |
47,135
+4,434
| +10% | +$162K | 0.19% | 114 |
|
|
2020
Q2 | $1.43M | Sell |
42,701
-72
| -0.2% | -$2.41K | 0.18% | 117 |
|
|
2020
Q1 | $1.22M | Buy |
42,773
+1,263
| +3% | +$36K | 0.18% | 113 |
|
|
2019
Q4 | $1.56M | Buy |
41,510
+19,091
| +85% | +$717K | 0.18% | 118 |
|
|
2019
Q3 | $803K | Sell |
22,419
-6,425
| -22% | -$230K | 0.1% | 163 |
|
|
2019
Q2 | $1.03M | Buy |
28,844
+3,502
| +14% | +$125K | 0.13% | 145 |
|
|
2019
Q1 | $906K | Buy |
25,342
+7,180
| +40% | +$257K | 0.12% | 152 |
|
|
2018
Q4 | $624K | Buy |
+18,162
| New | +$624K | 0.09% | 186 |
|