WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $306K | Sell |
7,976
-805
| -9% | -$30.9K | 0.1% | 128 |
|
|
2024
Q3 | $362K | Buy |
8,781
+305
| +4% | +$12.6K | 0.1% | 125 |
|
|
2024
Q2 | $319K | Sell |
8,476
-111
| -1% | -$4.18K | 0.1% | 126 |
|
|
2024
Q1 | $311K | Sell |
8,587
-2,281
| -21% | -$82.5K | 0.1% | 133 |
|
|
2023
Q4 | $385K | Buy |
10,868
+90
| +0.8% | +$3.19K | 0.14% | 126 |
|
|
2023
Q3 | $362K | Buy |
10,778
+698
| +7% | +$23.4K | 0.14% | 118 |
|
|
2023
Q2 | $347K | Buy |
10,080
+170
| +2% | +$5.84K | 0.13% | 120 |
|
|
2023
Q1 | $338K | Buy |
9,910
+431
| +5% | +$14.7K | 0.15% | 114 |
|
|
2022
Q4 | $312K | Buy |
+9,479
| New | +$312K | 0.19% | 83 |
|