Dougherty Wealth Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $47.5K | Hold |
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|
2023
Q1 | $47.4K | Hold |
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|
2022
Q4 | $45.5K | Hold |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $48K | Hold |
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|
2022
Q1 | $54K | Hold |
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|
2021
Q4 | $59K | Hold |
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|
2021
Q3 | $61K | Hold |
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|
2021
Q2 | $66K | Hold |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $62K | Hold |
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|
2020
Q3 | $53K | Hold |
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|
2020
Q2 | $48K | Sell |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $73K | Hold |
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|
2019
Q3 | $67K | Sell |
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|
2019
Q2 | $262K | Hold |
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|
2019
Q1 | $262K | Hold |
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|
2018
Q4 | $259K | Buy |
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