Coyle Financial Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-127,489
| Closed | -$5.72M | – | 52 |
|
|
2019
Q4 | $5.72M | Sell |
127,489
-821
| -0.6% | -$36.8K | 5.32% | 4 |
|
|
2019
Q3 | $5.24M | Sell |
128,310
-68,360
| -35% | -$2.79M | 5.33% | 4 |
|
|
2019
Q2 | $8.44M | Sell |
196,670
-1,708
| -0.9% | -$73.3K | 7.53% | 4 |
|
|
2019
Q1 | $8.51M | Sell |
198,378
-2,621
| -1% | -$112K | 8.23% | 4 |
|
|
2018
Q4 | $7.85M | Buy |
+200,999
| New | +$7.85M | 8.29% | 4 |
|
|
2016
Q1 | – | Sell |
-6,254
| Closed | -$201K | – | 39 |
|
|
2015
Q4 | $201K | Buy |
+6,254
| New | +$201K | 0.2% | 42 |
|
|
2015
Q1 | – | Sell |
-11,417
| Closed | -$449K | – | 42 |
|
|
2014
Q4 | $449K | Buy |
11,417
+2,114
| +23% | +$83.1K | 0.54% | 25 |
|
|
2014
Q3 | $387K | Buy |
9,303
+2,916
| +46% | +$121K | 0.48% | 29 |
|
|
2014
Q2 | $276K | Sell |
6,387
-5,361
| -46% | -$232K | 0.38% | 39 |
|
|
2014
Q1 | $471K | Buy |
11,748
+1,065
| +10% | +$42.7K | 0.66% | 25 |
|
|
2013
Q4 | $446K | Buy |
+10,683
| New | +$446K | 0.62% | 22 |
|