BT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-32,766
| Closed | -$1.81M | – | 56 |
|
|
2021
Q2 | $1.81M | Sell |
32,766
-599
| -2% | -$33K | 0.55% | 19 |
|
|
2021
Q1 | $1.78M | Buy |
33,365
+497
| +2% | +$26.5K | 0.59% | 21 |
|
|
2020
Q4 | $1.7M | Buy |
32,868
+107
| +0.3% | +$5.53K | 0.63% | 18 |
|
|
2020
Q3 | $1.44M | Buy |
32,761
+232
| +0.7% | +$10.2K | 0.63% | 18 |
|
|
2020
Q2 | $1.3M | Buy |
+32,529
| New | +$1.3M | 0.66% | 19 |
|
|
2019
Q1 | – | Sell |
-9,734
| Closed | -$410K | – | 66 |
|
|
2018
Q4 | $410K | Buy |
+9,734
| New | +$410K | 0.18% | 61 |
|