WAS
Winch Advisory Services’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 | $3.01M | Buy |
70,331
+1,244
| +2% | +$53.2K | 0.73% | 28 |
|
|
2025
Q1 | $2.72M | Buy |
69,087
+926
| +1% | +$36.5K | 0.72% | 27 |
|
|
2024
Q4 | $2.62M | Buy |
68,161
+602
| +0.9% | +$23.1K | 0.68% | 29 |
|
|
2024
Q3 | $2.79M | Sell |
67,559
-6,101
| -8% | -$252K | 0.77% | 27 |
|
|
2024
Q2 | $2.77M | Sell |
73,660
-7,967
| -10% | -$300K | 0.79% | 26 |
|
|
2024
Q1 | $2.95M | Sell |
81,627
-3,206
| -4% | -$116K | 0.9% | 24 |
|
|
2023
Q4 | $3M | Sell |
84,833
-747
| -0.9% | -$26.5K | 1% | 21 |
|
|
2023
Q3 | $2.87M | Buy |
85,580
+1,403
| +2% | +$47.1K | 1.05% | 19 |
|
|
2023
Q2 | $2.89M | Buy |
84,177
+1,174
| +1% | +$40.4K | 1.04% | 19 |
|
|
2023
Q1 | $2.83M | Buy |
83,003
+10,164
| +14% | +$347K | 1.1% | 18 |
|
|
2022
Q4 | $2.4M | Sell |
72,839
-6,643
| -8% | -$219K | 1.02% | 18 |
|
|
2022
Q3 | $2.47M | Buy |
79,482
+1,743
| +2% | +$54.1K | 1.06% | 17 |
|
|
2022
Q2 | $2.7M | Buy |
77,739
+2,056
| +3% | +$71.5K | 1.1% | 17 |
|
|
2022
Q1 | $2.92M | Sell |
75,683
-287
| -0.4% | -$11.1K | 1.02% | 22 |
|
|
2021
Q4 | $3.15M | Buy |
75,970
+2,062
| +3% | +$85.6K | 1.04% | 24 |
|
|
2021
Q3 | $3.14M | Buy |
73,908
+1,739
| +2% | +$74K | 1.1% | 23 |
|
|
2021
Q2 | $3.28M | Buy |
72,169
+2,251
| +3% | +$102K | 1.18% | 23 |
|
|
2021
Q1 | $3.06M | Buy |
69,918
+206
| +0.3% | +$9.02K | 1.23% | 23 |
|
|
2020
Q4 | $2.94M | Buy |
69,712
+68,917
| +8,669% | +$2.91M | 1.22% | 22 |
|
|
2020
Q3 | $29K | Sell |
795
-235
| -23% | -$8.57K | 0.01% | 123 |
|
|
2020
Q2 | $34K | Sell |
1,030
-258
| -20% | -$8.52K | 0.02% | 110 |
|
|
2020
Q1 | $37K | Sell |
1,288
-238,095
| -99% | -$6.84M | 0.02% | 99 |
|
|
2019
Q4 | $9M | Sell |
239,383
-10,181
| -4% | -$383K | 4.27% | 8 |
|
|
2019
Q3 | $8.56M | Buy |
249,564
+1,918
| +0.8% | +$65.7K | 4.46% | 9 |
|
|
2019
Q2 | $8.86M | Buy |
247,646
+3,836
| +2% | +$137K | 4.62% | 7 |
|
|
2019
Q1 | $8.72M | Buy |
243,810
+113,360
| +87% | +$4.05M | 4.82% | 6 |
|
|
2018
Q4 | $4.22M | Sell |
130,450
-5,648
| -4% | -$183K | 2.35% | 12 |
|
|
2018
Q3 | $4.74M | Sell |
136,098
-1,135
| -0.8% | -$39.5K | 2.38% | 15 |
|
|
2018
Q2 | $4.85M | Sell |
137,233
-68,194
| -33% | -$2.41M | 2.61% | 13 |
|
|
2018
Q1 | $8.07M | Buy |
205,427
+199,203
| +3,201% | +$7.83M | 4.73% | 4 |
|
|
2017
Q4 | $237K | Buy |
+6,224
| New | +$237K | 0.14% | 57 |
|