DWM
Dopkins Wealth Management’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-30,090
| Closed | -$777K | – | 43 |
|
|
2022
Q3 | $777K | Sell |
30,090
-954
| -3% | -$24.6K | 0.87% | 16 |
|
|
2022
Q2 | $924K | Sell |
31,044
-3,236
| -9% | -$96.3K | 1% | 12 |
|
|
2022
Q1 | $1.16M | Buy |
34,280
+27,175
| +382% | +$920K | 1.26% | 10 |
|
|
2021
Q4 | $263K | Buy |
+7,105
| New | +$263K | 0.26% | 33 |
|