Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,056
| Closed | -$211K | – | 194 |
|
|
2022
Q3 | $211K | Buy |
6,056
+2,735
| +82% | +$95.3K | 0.04% | 168 |
|
|
2022
Q2 | $133K | Hold |
3,321
| – | – | 0.03% | 149 |
|
|
2022
Q1 | $149K | Hold |
3,321
| – | – | 0.03% | 130 |
|
|
2021
Q4 | $162K | Buy |
+3,321
| New | +$162K | 0.03% | 119 |
|
|
2021
Q1 | – | Sell |
-3,321
| Closed | -$171K | – | 215 |
|
|
2020
Q4 | $171K | Buy |
+3,321
| New | +$171K | 0.12% | 89 |
|