Beam Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,022
| Closed | -$603K | – | 109 |
|
|
2022
Q3 | $603K | Buy |
14,022
+2,063
| +17% | +$88.7K | 0.67% | 49 |
|
|
2022
Q2 | $587K | Buy |
+11,959
| New | +$587K | 0.65% | 54 |
|
|
2021
Q4 | – | Sell |
-19,569
| Closed | -$1.21M | – | 106 |
|
|
2021
Q3 | $1.21M | Buy |
19,569
+715
| +4% | +$44.2K | 1.04% | 27 |
|
|
2021
Q2 | $1.26M | Buy |
+18,854
| New | +$1.26M | 1.09% | 27 |
|
|
2020
Q1 | – | Sell |
-14,057
| Closed | -$756K | – | 157 |
|
|
2019
Q4 | $756K | Buy |
+14,057
| New | +$756K | 0.7% | 42 |
|