Cypress Wealth Advisors’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
2018 Q3	–	Sell	-5,007	Closed	-$217K	–	85
2018 Q2	$217K	Sell	5,007 -1,295	-21%	-$59.9K	0.23%	74
2018 Q1	$304K	Hold	6,302	–	–	0.33%	67
2017 Q4	$297K	Buy	6,302 +1,574	+33%	+$72.8K	0.28%	69
2017 Q3	$212K	Buy	+4,728	New	+$208K	0.34%	57
2017 Q2	–	Sell	-305,832	Closed	-$12M	–	117
2017 Q1	$12M	Buy	305,832 +845	+0.3%	+$32.1K	5.5%	2
2016 Q4	$10.7M	Hold	304,987	–	–	4.88%	3
2016 Q3	$11.4M	Hold	304,987	–	–	5.15%	4
2016 Q2	$10.5M	Sell	304,987 -12,450	-4%	-$418K	5.18%	3
2016 Q1	$10.9M	Sell	317,437 -3,100	-1%	-$96K	4.98%	3
2015 Q4	$10.3M	Buy	320,537 +302,087	+1,637%	+$10.4M	5.23%	3
2015 Q3	$605K	Sell	18,450 -98,964	-84%	-$3.5M	0.33%	66
2015 Q2	$4.65M	Buy	+117,414	New	+$4.91M	2.72%	5