Cassady Schiller Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $137K | Hold |
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|
2024
Q3 | $150K | Sell |
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|
2024
Q2 | $143K | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q4 | $186K | Buy |
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|
2023
Q3 | $176K | Sell |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $562K | Sell |
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|
2022
Q3 | $674K | Buy |
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|
2022
Q2 | $755K | Sell |
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|
2022
Q1 | $875K | Sell |
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|
2021
Q4 | $981K | Buy |
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