Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-800
| Closed | -$45.9K | – | 608 |
|
|
2024
Q3 | $45.9K | Sell |
800
-211
| -21% | -$12.1K | ﹤0.01% | 570 |
|
|
2024
Q2 | $54.1K | Buy |
1,011
+247
| +32% | +$13.2K | ﹤0.01% | 336 |
|
|
2024
Q1 | $39.4K | Sell |
764
-341
| -31% | -$17.6K | ﹤0.01% | 397 |
|
|
2023
Q4 | $55.9K | Hold |
1,105
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $52.6K | Hold |
1,105
| – | – | ﹤0.01% | 389 |
|
|
2023
Q2 | $54.5K | Hold |
1,105
| – | – | ﹤0.01% | 401 |
|
|
2023
Q1 | $53.9K | Hold |
1,105
| – | – | ﹤0.01% | 420 |
|
|
2022
Q4 | $51.6K | Hold |
1,105
| – | – | ﹤0.01% | 413 |
|
|
2022
Q3 | $48K | Sell |
1,105
-222
| -17% | -$9.64K | 0.01% | 337 |
|
|
2022
Q2 | $65K | Buy |
1,327
+146
| +12% | +$7.15K | 0.01% | 314 |
|
|
2022
Q1 | $66K | Buy |
1,181
+1,002
| +560% | +$56K | 0.01% | 332 |
|
|
2021
Q4 | $11K | Hold |
179
| – | – | ﹤0.01% | 499 |
|
|
2021
Q3 | $11K | Sell |
179
-275
| -61% | -$16.9K | ﹤0.01% | 508 |
|
|
2021
Q2 | $30K | Sell |
454
-27
| -6% | -$1.78K | ﹤0.01% | 420 |
|
|
2021
Q1 | $31K | Buy |
+481
| New | +$31K | ﹤0.01% | 399 |
|