Axxcess Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,149
| Closed | -$236K | – | 876 |
|
|
2024
Q3 | $236K | Hold |
5,149
| – | – | 0.01% | 778 |
|
|
2024
Q2 | $219K | Sell |
5,149
-91,894
| -95% | -$3.91M | 0.01% | 760 |
|
|
2024
Q1 | $3.99M | Buy |
97,043
+91,894
| +1,785% | +$3.78M | 0.11% | 154 |
|
|
2023
Q4 | $207K | Sell |
5,149
-1,236
| -19% | -$49.7K | 0.01% | 773 |
|
|
2023
Q3 | $242K | Buy |
+6,385
| New | +$242K | 0.01% | 663 |
|
|
2023
Q2 | – | Sell |
-5,419
| Closed | -$214K | – | 619 |
|
|
2023
Q1 | $214K | Sell |
5,419
-6,837
| -56% | -$270K | 0.02% | 567 |
|
|
2022
Q4 | $465K | Sell |
12,256
-24,944
| -67% | -$945K | 0.04% | 368 |
|
|
2022
Q3 | $1.3M | Buy |
37,200
+28,775
| +342% | +$1M | 0.12% | 154 |
|
|
2022
Q2 | $338K | Sell |
8,425
-6,745
| -44% | -$271K | 0.03% | 367 |
|
|
2022
Q1 | $685K | Buy |
15,170
+5,129
| +51% | +$232K | 0.05% | 289 |
|
|
2021
Q4 | $491K | Buy |
+10,041
| New | +$491K | 0.04% | 361 |
|