BWM
Braver Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $11.7M | Sell |
276,554
-68,527
| -20% | -$2.91M | 1.91% | 9 |
|
2016
Q3 | $15.7M | Buy |
345,081
+24,065
| +7% | +$1.1M | 2.64% | 9 |
|
2016
Q2 | $13.4M | Buy |
321,016
+55,373
| +21% | +$2.32M | 2.29% | 13 |
|
2016
Q1 | $11.1M | Buy |
+265,643
| New | +$11.1M | 1.82% | 11 |
|
2015
Q3 | – | Sell |
-137,935
| Closed | -$6.63M | – | 85 |
|
2015
Q2 | $6.63M | Buy |
137,935
+32,568
| +31% | +$1.56M | 1.61% | 14 |
|
2015
Q1 | $5.09M | Buy |
+105,367
| New | +$5.09M | 1.04% | 24 |
|