BFWA
Benchmark Financial Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-75,368
| Closed | -$3.88M | – | 37 |
|
|
2019
Q2 | $3.88M | Sell |
75,368
-3,111
| -4% | -$160K | 3.78% | 6 |
|
|
2019
Q1 | $4.06M | Sell |
78,479
-9,433
| -11% | -$488K | 4.24% | 6 |
|
|
2018
Q4 | $4.15M | Sell |
87,912
-14,605
| -14% | -$689K | 5.14% | 5 |
|
|
2018
Q3 | $5.31M | Buy |
+102,517
| New | +$5.31M | 6.6% | 5 |
|