American Economic Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,551
| Closed | -$592K | – | 89 |
|
|
2018
Q4 | $592K | Buy |
12,551
+130
| +1% | +$6.13K | 0.19% | 45 |
|
|
2018
Q3 | $643K | Sell |
12,421
-4,586
| -27% | -$237K | 0.23% | 33 |
|
|
2018
Q2 | $893K | Buy |
17,007
+1,674
| +11% | +$87.9K | 0.33% | 27 |
|
|
2018
Q1 | $895K | Buy |
15,333
+1,299
| +9% | +$75.8K | 0.33% | 33 |
|
|
2017
Q4 | $799K | Buy |
14,034
+604
| +4% | +$34.4K | 0.29% | 32 |
|
|
2017
Q3 | $726K | Buy |
13,430
+1,303
| +11% | +$70.4K | 0.27% | 30 |
|
|
2017
Q2 | $607K | Buy |
12,127
+2,636
| +28% | +$132K | 0.24% | 31 |
|
|
2017
Q1 | $454K | Buy |
+9,491
| New | +$454K | 0.18% | 36 |
|
|
2016
Q4 | – | Sell |
-7,054
| Closed | -$321K | – | 62 |
|
|
2016
Q3 | $321K | Buy |
7,054
+54
| +0.8% | +$2.46K | 0.13% | 41 |
|
|
2016
Q2 | $293K | Buy |
7,000
+361
| +5% | +$15.1K | 0.12% | 42 |
|
|
2016
Q1 | $276K | Buy |
+6,639
| New | +$276K | 0.11% | 42 |
|
|
2015
Q4 | – | Sell |
-5,996
| Closed | -$239K | – | 50 |
|
|
2015
Q3 | $239K | Buy |
5,996
+1,049
| +21% | +$41.8K | 0.1% | 38 |
|
|
2015
Q2 | $238K | Buy |
+4,947
| New | +$238K | 0.1% | 38 |
|