BWA
Burt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-431
| Closed | -$27K | – | 212 |
|
|
2020
Q4 | $27K | Hold |
431
| – | – | 0.01% | 224 |
|
|
2020
Q3 | $23K | Hold |
431
| – | – | 0.01% | 231 |
|
|
2020
Q2 | $21K | Sell |
431
-332
| -44% | -$16.2K | 0.01% | 228 |
|
|
2020
Q1 | $31K | Buy |
763
+332
| +77% | +$13.5K | 0.01% | 197 |
|
|
2019
Q4 | $23K | Hold |
431
| – | – | 0.01% | 225 |
|
|
2019
Q3 | $21K | Hold |
431
| – | – | 0.01% | 232 |
|
|
2019
Q2 | $22K | Hold |
431
| – | – | 0.01% | 228 |
|
|
2019
Q1 | $22K | Buy |
+431
| New | +$22K | 0.01% | 235 |
|
|
2016
Q1 | – | Sell |
-480
| Closed | -$18K | – | 693 |
|
|
2015
Q4 | $18K | Buy |
+480
| New | +$18K | 0.01% | 218 |
|