9258 Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $271K | Buy |
4,721
+30
| +0.6% | +$1.72K | 0.04% | 285 |
|
|
2024
Q2 | $251K | Buy |
4,691
+209
| +5% | +$11.2K | 0.04% | 287 |
|
|
2024
Q1 | $231K | Sell |
4,482
-505
| -10% | -$26.1K | 0.04% | 302 |
|
|
2023
Q4 | $252K | Sell |
4,987
-644
| -11% | -$32.6K | 0.04% | 276 |
|
|
2023
Q3 | $268K | Sell |
5,631
-6
| -0.1% | -$286 | 0.05% | 265 |
|
|
2023
Q2 | $278K | Sell |
5,637
-1,594
| -22% | -$78.6K | 0.05% | 264 |
|
|
2023
Q1 | $353K | Buy |
7,231
+548
| +8% | +$26.7K | 0.07% | 228 |
|
|
2022
Q4 | $312K | Sell |
6,683
-1,127
| -14% | -$52.6K | 0.07% | 243 |
|
|
2022
Q3 | $336K | Sell |
7,810
-2,640
| -25% | -$114K | 0.09% | 220 |
|
|
2022
Q2 | $513K | Sell |
10,450
-1,228
| -11% | -$60.3K | 0.13% | 168 |
|
|
2022
Q1 | $649K | Buy |
11,678
+391
| +3% | +$21.7K | 0.15% | 152 |
|
|
2021
Q4 | $676K | Sell |
11,287
-378
| -3% | -$22.6K | 0.16% | 147 |
|
|
2021
Q3 | $720K | Buy |
11,665
+1,443
| +14% | +$89.1K | 0.19% | 131 |
|
|
2021
Q2 | $685K | Sell |
10,222
-4,205
| -29% | -$282K | 0.18% | 139 |
|
|
2021
Q1 | $929K | Buy |
14,427
+1,533
| +12% | +$98.7K | 0.28% | 87 |
|
|
2020
Q4 | $800K | Sell |
12,894
-969
| -7% | -$60.1K | 0.26% | 93 |
|
|
2020
Q3 | $741K | Sell |
13,863
-11
| -0.1% | -$588 | 0.28% | 85 |
|
|
2020
Q2 | $660K | Hold |
13,874
| – | – | 0.27% | 101 |
|
|
2020
Q1 | $600K | Buy |
13,874
+1,181
| +9% | +$51.1K | 0.26% | 107 |
|
|
2019
Q4 | $682K | Buy |
12,693
+2,252
| +22% | +$121K | 0.25% | 115 |
|
|
2019
Q3 | $512K | Hold |
10,441
| – | – | 0.4% | 82 |
|
|
2019
Q2 | $537K | Buy |
10,441
+905
| +9% | +$46.5K | 0.43% | 79 |
|
|
2019
Q1 | $493K | Buy |
9,536
+420
| +5% | +$21.7K | 0.42% | 82 |
|
|
2018
Q4 | $430K | Buy |
+9,116
| New | +$430K | 0.42% | 83 |
|