Briggs Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $315K | Sell |
8,301
-1,714
| -17% | -$65K | 0.18% | 51 |
|
2023
Q2 | $396K | Buy |
10,015
+270
| +3% | +$10.7K | 0.22% | 41 |
|
2023
Q1 | $385K | Hold |
9,745
| – | – | 0.23% | 43 |
|
2022
Q4 | $369K | Buy |
9,745
+481
| +5% | +$18.2K | 0.24% | 43 |
|
2022
Q3 | $323K | Sell |
9,264
-7,183
| -44% | -$250K | 0.24% | 44 |
|
2022
Q2 | $660K | Buy |
16,447
+150
| +0.9% | +$6.02K | 0.48% | 30 |
|
2022
Q1 | $736K | Buy |
16,297
+2,953
| +22% | +$133K | 0.49% | 28 |
|
2021
Q4 | $652K | Buy |
+13,344
| New | +$652K | 0.44% | 29 |
|