Abundance Wealth Counselors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,852
| Closed | -$298K | – | 149 |
|
|
2022
Q4 | $298K | Sell |
7,852
-2,565
| -25% | -$97.3K | 0.08% | 116 |
|
|
2022
Q3 | $363K | Buy |
10,417
+435
| +4% | +$15.2K | 0.1% | 100 |
|
|
2022
Q2 | $400K | Sell |
9,982
-670
| -6% | -$26.8K | 0.11% | 101 |
|
|
2022
Q1 | $481K | Sell |
10,652
-340
| -3% | -$15.4K | 0.13% | 89 |
|
|
2021
Q4 | $537K | Buy |
+10,992
| New | +$537K | 0.14% | 77 |
|
|
2021
Q3 | – | Sell |
-13,890
| Closed | -$766K | – | 60 |
|
|
2021
Q2 | $766K | Hold |
13,890
| – | – | 0.2% | 62 |
|
|
2021
Q1 | $741K | Hold |
13,890
| – | – | 0.18% | 59 |
|
|
2020
Q4 | $718K | Sell |
13,890
-388
| -3% | -$20.1K | 0.18% | 55 |
|
|
2020
Q3 | $630K | Sell |
14,278
-160
| -1% | -$7.06K | 0.18% | 54 |
|
|
2020
Q2 | $577K | Buy |
+14,438
| New | +$577K | 0.18% | 52 |
|