AWMS
Advocacy Wealth Management Services’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,079
| Closed | -$589K | – | 78 |
|
|
2022
Q3 | $589K | Buy |
13,079
+365
| +3% | +$16.4K | 0.09% | 30 |
|
|
2022
Q2 | $624K | Sell |
12,714
-755
| -6% | -$37.1K | 0.1% | 29 |
|
|
2022
Q1 | $761K | Buy |
13,469
+625
| +5% | +$35.3K | 0.13% | 25 |
|
|
2021
Q4 | $769K | Sell |
12,844
-90
| -0.7% | -$5.39K | 0.13% | 26 |
|
|
2021
Q3 | $799K | Sell |
12,934
-54,742
| -81% | -$3.38M | 0.14% | 25 |
|
|
2021
Q2 | $4.53M | Buy |
67,676
+1,682
| +3% | +$113K | 0.84% | 13 |
|
|
2021
Q1 | $4.29M | Buy |
65,994
+29,504
| +81% | +$1.92M | 0.86% | 18 |
|
|
2020
Q4 | $2.26M | Buy |
36,490
+26,462
| +264% | +$1.64M | 0.34% | 28 |
|
|
2020
Q3 | $534K | Buy |
10,028
+2,291
| +30% | +$122K | 0.09% | 40 |
|
|
2020
Q2 | $368K | Buy |
7,737
+2,354
| +44% | +$112K | 0.07% | 41 |
|
|
2020
Q1 | $209K | Buy |
5,383
+3,492
| +185% | +$136K | 0.05% | 30 |
|
|
2019
Q4 | $102K | Buy |
1,891
+935
| +98% | +$50.4K | 0.03% | 39 |
|
|
2019
Q3 | $47K | Buy |
+956
| New | +$47K | 0.03% | 50 |
|
|
2018
Q3 | – | Sell |
-510
| Closed | -$27K | – | 172 |
|
|
2018
Q2 | $27K | Buy |
510
+174
| +52% | +$9.21K | 0.02% | 67 |
|
|
2018
Q1 | $20K | Buy |
+336
| New | +$20K | 0.01% | 89 |
|
|
2017
Q4 | – | Sell |
-380
| Closed | -$21K | – | 232 |
|
|
2017
Q3 | $21K | Hold |
380
| – | – | 0.01% | 128 |
|
|
2017
Q2 | $19K | Buy |
+380
| New | +$19K | 0.01% | 136 |
|
|
2016
Q4 | – | Sell |
-629
| Closed | -$29K | – | 343 |
|
|
2016
Q3 | $29K | Buy |
+629
| New | +$29K | 0.01% | 153 |
|