Cahill Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,803
| Closed | -$220K | – | 241 |
|
|
2023
Q3 | $220K | Hold |
5,803
| – | – | 0.04% | 227 |
|
|
2023
Q2 | $230K | Hold |
5,803
| – | – | 0.04% | 222 |
|
|
2023
Q1 | $229K | Hold |
5,803
| – | – | 0.04% | 217 |
|
|
2022
Q4 | $220K | Sell |
5,803
-1
| -0% | -$38 | 0.04% | 216 |
|
|
2022
Q3 | $202K | Buy |
+5,804
| New | +$202K | 0.04% | 209 |
|
|
2021
Q4 | – | Sell |
-1,880
| Closed | -$95K | – | 383 |
|
|
2021
Q3 | $95K | Buy |
+1,880
| New | +$95K | 0.02% | 271 |
|
|
2021
Q1 | – | Sell |
-5,455
| Closed | -$282K | – | 205 |
|
|
2020
Q4 | $282K | Buy |
+5,455
| New | +$282K | 0.07% | 171 |
|
|
2020
Q1 | – | Sell |
-4,781
| Closed | -$215K | – | 153 |
|
|
2019
Q4 | $215K | Buy |
+4,781
| New | +$215K | 0.08% | 151 |
|
|
2019
Q3 | – | Sell |
-4,781
| Closed | -$206K | – | 157 |
|
|
2019
Q2 | $206K | Buy |
+4,781
| New | +$206K | 0.08% | 150 |
|