Capstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Hold |
0
| – | -$211K | – | 72 |
|
|
2015
Q4 | – | Sell |
-29,230
| Closed | -$958K | – | 60 |
|
|
2015
Q3 | $958K | Buy |
29,230
+18,048
| +161% | +$592K | 0.42% | 23 |
|
|
2015
Q2 | $443K | Hold |
11,182
| – | – | 0.17% | 41 |
|
|
2015
Q1 | $449K | Buy |
+11,182
| New | +$449K | 0.17% | 42 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 46 |
|