Atria Wealth Solutions’s iShares MSCI Emerging Markets Small-Cap ETF EEMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,462
| Closed | -$980K | – | 1890 |
|
|
2023
Q1 | $980K | Buy |
19,462
+540
| +3% | +$27.2K | 0.01% | 804 |
|
|
2022
Q4 | $914K | Buy |
18,922
+11,333
| +149% | +$547K | 0.01% | 791 |
|
|
2022
Q3 | $344K | Buy |
+7,589
| New | +$344K | 0.01% | 1210 |
|
|
2022
Q2 | – | Sell |
-3,626
| Closed | -$207K | – | 1667 |
|
|
2022
Q1 | $207K | Buy |
+3,626
| New | +$207K | ﹤0.01% | 1578 |
|