Kathleen S. Wright Associates Inc. Spdr S&P Emerging Markets Smal Transaction History

Kathleen S. Wright Associates Inc.

$242 Million
Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Spdr S&P Emerging Markets Smal stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 26,938 shares of EWX stock, worth $1.57 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

26,938

Previous 27,758 2.95%

Holding current value

$1.57 Million

Previous $1.73 Million 8.84%

% of portfolio

0.65%

Previous 0.7%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$58.61 - $64.79 $48,060 - $53,127	-820 Reduced 2.95%	26,938 $1.58 Million
Q3 2024 Oct 11, 2024	BUY	$54.3 - $62.38 $41,756 - $47,970	769 Added 2.85%	27,758 $1.73 Million
Q2 2024 Jul 17, 2024	BUY	$54.71 - $59.06 $26,260 - $28,348	480 Added 1.81%	26,989 $1.56 Million
Q1 2024 Apr 17, 2024	SELL	$53.3 - $56.66 $22,599 - $24,023	-424 Reduced 1.57%	26,509 $1.48 Million
Q4 2023 Jan 31, 2024	BUY	$51.03 - $56.87 $69,298 - $77,229	1,358 Added 5.31%	26,933 $1.52 Million
Q3 2023 Oct 20, 2023	BUY	$52.49 - $55.33 $60,363 - $63,629	1,150 Added 4.71%	25,575 $1.37 Million
Q2 2023 Jul 20, 2023	BUY	$49.86 - $54.02 $20,392 - $22,094	409 Added 1.7%	24,425 $1.28 Million
Q1 2023 Apr 21, 2023	BUY	$49.12 - $52.56 $7,662 - $8,199	156 Added 0.65%	24,016 $1.22 Million
Q4 2022 Feb 01, 2023	BUY	$44.86 - $51.01 $84,919 - $96,561	1,893 Added 8.62%	23,860 $1.17 Million
Q3 2022 Oct 18, 2022	BUY	$45.33 - $51.0 $109,834 - $123,573	2,423 Added 12.4%	21,967 $1 Million
Q2 2022 Jul 15, 2022	BUY	$48.46 - $58.2 $84,998 - $102,082	1,754 Added 9.86%	19,544 $951,000
Q1 2022 Apr 29, 2022	BUY	$53.14 - $59.56 $278,241 - $311,856	5,236 Added 41.71%	17,790 $1.01 Million
Q4 2021 Feb 02, 2022	BUY	$56.92 - $61.04 $714,573 - $766,296	12,554 New	12,554 $745,000

Others Institutions Holding EWX

# of Institutions

180

Shares Held

8.17M

Call Options Held

Put Options Held

3.9K

View Full List

About SPDR S&P EMERGING MARKETS SMAL

Ticker EWX
Sector ETFs
Industry ETFs

More about EWX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Account

Kathleen S. Wright Associates Inc. Spdr S&P Emerging Markets Smal Transaction History