CPA
Clear Perspective Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,960
| Closed | -$85K | – | 221 |
|
|
2018
Q2 | $85K | Buy |
1,960
+500
| +34% | +$21.7K | 0.06% | 203 |
|
|
2018
Q1 | $70K | Buy |
1,460
+1,400
| +2,333% | +$67.1K | 0.05% | 215 |
|
|
2017
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 413 |
|
|
2017
Q3 | $3K | Sell |
60
-237
| -80% | -$11.9K | ﹤0.01% | 411 |
|
|
2017
Q2 | $12K | Buy |
+297
| New | +$12K | 0.01% | 326 |
|