Emerson Wealth’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
Q2 | $568K | Buy |
54,963
+853
| +2% | +$8.82K | 0.37% | 12 |
|
2022
Q1 | $627K | Buy |
54,110
+2,029
| +4% | +$23.5K | 0.35% | 12 |
|
2021
Q4 | $650K | Sell |
52,081
-1,932
| -4% | -$24.1K | 0.34% | 12 |
|
2021
Q3 | $681K | Buy |
54,013
+1,936
| +4% | +$24.4K | 0.38% | 12 |
|
2021
Q2 | $712K | Buy |
52,077
+1,192
| +2% | +$16.3K | 0.39% | 12 |
|
2021
Q1 | $665K | Buy |
50,885
+110
| +0.2% | +$1.44K | 0.4% | 12 |
|
2020
Q4 | $640K | Sell |
50,775
-1,710
| -3% | -$21.6K | 0.38% | 13 |
|
2020
Q3 | $557K | Sell |
52,485
-744
| -1% | -$7.9K | 0.38% | 16 |
|
2020
Q2 | $510K | Sell |
53,229
-4,621
| -8% | -$44.3K | 0.36% | 16 |
|
2020
Q1 | $467K | Buy |
57,850
+416
| +0.7% | +$3.36K | 0.41% | 17 |
|
2019
Q4 | $617K | Buy |
57,434
+2,671
| +5% | +$28.7K | 0.42% | 15 |
|
2019
Q3 | $525K | Sell |
54,763
-6,029
| -10% | -$57.8K | 0.39% | 16 |
|
2019
Q2 | $612K | Buy |
+60,792
| New | +$612K | 0.45% | 16 |
|