Elevated Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,714
| Closed | -$308K | – | 261 |
|
|
2024
Q3 | $308K | Buy |
6,714
+649
| +11% | +$29.8K | 0.08% | 243 |
|
|
2024
Q2 | $258K | Buy |
6,065
+500
| +9% | +$21.3K | 0.07% | 208 |
|
|
2024
Q1 | $229K | Sell |
5,565
-24
| -0.4% | -$986 | 0.07% | 168 |
|
|
2023
Q4 | $225K | Sell |
5,589
-61
| -1% | -$2.45K | 0.07% | 168 |
|
|
2023
Q3 | $214K | Buy |
+5,650
| New | +$214K | 0.07% | 164 |
|