CWA
Canvas Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,351
| Closed | -$218K | – | 143 |
|
|
2022
Q4 | $218K | Buy |
+5,351
| New | +$218K | 0.09% | 136 |
|
|
2022
Q3 | – | Sell |
-5,351
| Closed | -$215K | – | 129 |
|
|
2022
Q2 | $215K | Hold |
5,351
| – | – | 0.09% | 119 |
|
|
2022
Q1 | $228K | Sell |
5,351
-49
| -0.9% | -$2.09K | 0.08% | 128 |
|
|
2021
Q4 | $264K | Buy |
5,400
+546
| +11% | +$26.7K | 0.1% | 117 |
|
|
2021
Q3 | $245K | Hold |
4,854
| – | – | 0.1% | 105 |
|
|
2021
Q2 | $268K | Hold |
4,854
| – | – | 0.12% | 101 |
|
|
2021
Q1 | $258K | Buy |
+4,854
| New | +$258K | 0.15% | 92 |
|