CWP
CFM Wealth Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,294
| Closed | -$284K | – | 168 |
|
|
2022
Q1 | $284K | Hold |
6,294
| – | – | 0.07% | 152 |
|
|
2021
Q4 | $310K | Hold |
6,294
| – | – | 0.07% | 145 |
|
|
2021
Q3 | $317K | Buy |
6,294
+89
| +1% | +$4.48K | 0.08% | 140 |
|
|
2021
Q2 | $342K | Sell |
6,205
-333
| -5% | -$18.4K | 0.09% | 126 |
|
|
2021
Q1 | $349K | Hold |
6,538
| – | – | 0.11% | 113 |
|
|
2020
Q4 | $330K | Sell |
6,538
-360
| -5% | -$18.2K | 0.11% | 109 |
|
|
2020
Q3 | $304K | Sell |
6,898
-684
| -9% | -$30.1K | 0.11% | 110 |
|
|
2020
Q2 | $303K | Sell |
7,582
-3,085
| -29% | -$123K | 0.12% | 108 |
|
|
2020
Q1 | $364K | Sell |
10,667
-655
| -6% | -$22.4K | 0.17% | 92 |
|
|
2019
Q4 | $520K | Buy |
+11,322
| New | +$520K | 0.19% | 84 |
|