Berman Capital Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-418
| Closed | -$14K | – | 1661 |
|
2020
Q1 | $14K | Hold |
418
| – | – | ﹤0.01% | 581 |
|
2019
Q4 | $18K | Hold |
418
| – | – | 0.01% | 562 |
|
2019
Q3 | $17K | Sell |
418
-1,975
| -83% | -$80.3K | 0.01% | 553 |
|
2019
Q2 | $102K | Buy |
2,393
+1,975
| +472% | +$84.2K | 0.03% | 205 |
|
2019
Q1 | $17K | Hold |
418
| – | – | 0.01% | 491 |
|
2018
Q4 | $16K | Buy |
+418
| New | +$16K | 0.01% | 423 |
|